TechFlow news, on September 19, NVIDIA (NVDA.US) announced a $5 billion investment in Intel (INTC.US) on September 18 and established a strategic partnership to jointly develop next-generation data center and client processors. Driven by this news, Intel's stock price surged 22.77%. A JPMorgan research report indicated that this alliance could reshape the AI PC market landscape, have limited short-term impact on TSMC (TSM.US), but exert long-term pressure on MediaTek. The combination of Intel's x86 CPUs and NVIDIA GPUs may become a strong catalyst for AI workstations.
The AI PC market previously struggled with sluggish growth, primarily due to insufficient NPU performance and slow development of the Windows on ARM ecosystem. This collaboration is seen as a new catalyst to kickstart the market. On the supply chain side, companies related to Intel's products will benefit first, while TSMC continues to maintain its leading position in foundry services.
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