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Wire · opportunities

UBS Expects AMD To Strike A Foundry Deal With Intel, As It Faces Perennial Underdog ...

13 August 2026 · By · Wire by Fusion42

Published

13 August 2026

Topic

opportunities

◆ Sectors

Semiconductors

◆ Geography

United States

◆ Source

Read at wccftech.com →

◆ Verified

Fusion42 · 22 August 2026 · Fusion42 review

UBS expects AMD to address capacity constraints by striking a foundry deal with Intel, while Goldman Sachs doubts AMD's ability to catch NVIDIA in data center rack shipments through 2028.

This Wire brief sits within Fusion42's coverage of Semiconductors.

◆ ◆ The Wire takeaway

You must recalibrate your supply chain assumptions now that AMD is likely to rely on Intel for chip production, shifting competitive pressures and foundry dependencies in semiconductors.

◆ Coverage

1 source · 13 Aug 2026

◆ Related on Wire

◆ Topics

Semiconductorsamdintelfoundrydata-centersemiconductors