AMD and Intel’s unlikely chipmaking partnership isn’t without its benefits — how AMD could divest reliance on TSMC

Intel and AMD have mostly been rivals for decades, but for the first time in years, they may soon share a wafer. According to a new report, AMD is in early discussions with Intel to build some of its chips at Intel Foundry. No agreement has been signed, and both companies are still weighing technical feasibility. But even preliminary talks mark a notable shift in direction.

AMD has spent the last decade as one of TSMC’s most consistent anchor customers. The fact that it’s now considering Intel as a…