AMD Eyes Intel’s Silicon Tech: A Strategic Shift or Just Evaluation?
AMD is making waves with a recent job posting that has sparked speculation about a potential partnership with its long‑time rival, Intel. The company is seeking professionals experienced in “taping out” chips using Intel’s PowerVia technology, a cutting‑edge method for enhancing chip performance and efficiency.
What Is PowerVia?
PowerVia, Intel’s take on backside‑power technology, involves repositioning the power‑delivery networks **below** the transistors in a chip. This innovation is set to debut with Intel’s upcoming 18A node. The job listing has led some to believe that AMD might be considering Intel’s foundry for manufacturing its chips in the USA.
Possible Motives Behind the Hiring
There are several plausible explanations:
- AMD could be evaluating Intel’s new technology as a genuine manufacturing option.
- The move may serve as leverage in negotiations with TSMC, AMD’s current chip supplier.
- AMD might simply be gathering expertise for future design considerations, without an immediate shift in foundry partners.
TSMC’s Counter‑Move
TSMC is also planning to introduce backside‑power technology with its upcoming A16 node, slated for volume production late next year. This parallel development adds another layer of strategic depth to AMD’s hiring decision.
Intel’s Track Record With New Nodes
Intel’s history with new process nodes has been mixed. Earlier releases, such as the Cannon Lake 10nm chip in 2018, suffered yield problems. It wasn’t until Ice Lake (late 2019) and Alder Lake (2021) that Intel achieved more reliable 10nm production. This background raises questions about the readiness of the 18A node for large‑scale manufacturing.
Looking Ahead
Intel has announced plans to release its Panther Lake CPU using 18A silicon with PowerVia technology in January, but the actual performance and yield remain to be proven. Whether AMD’s interest translates into a full‑scale partnership or remains a strategic evaluation is still uncertain.
Conclusion
The job posting suggests AMD is exploring Intel’s technology, but it is too early to declare a definitive shift. For now, the industry watches closely as these two tech giants navigate a complex and evolving relationship.
