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Tom's Hardware, following Wccftech, reports Intel CEO Lip-Bu Tan said he spoke with AMD's Lisa Su about possible cooperation. No areas were named and no agreement is announced; Intel reports Q3 on Oct. 29.
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Intel CEO Lip-Bu Tan, who reportedly said at an Oct. 24 industry event that he had spoken with AMD's Lisa Su. Official Intel portrait; it does not show the event.
Image: Intel
Source · Press image from the Intel newsroom, used for news reporting.
Wccftech reported on Oct. 26 that Intel CEO Lip-Bu Tan said at an Oct. 24 industry event that he had spoken with AMD CEO Lisa Su about possible areas of cooperation. Tan did not say what those areas are, and no agreement has been announced.
The remark came in a fireside chat hosted by Jimmy Cheng, president of the Chinese American Semiconductor Professional Association (CASPA). Tom's Hardware, which cites a recording of the session, reports that Tan did not publicly detail the areas. Neither Tom's Hardware nor Wccftech quotes his words about Su; both paraphrase them. The date of the conversation with Su is not given.
As of Oct. 28, neither company has issued a statement on the exchange. Intel's newsroom and AMD's investor-relations page carry nothing on it, and neither report includes a response from either company. Intel reports third-quarter results after the market closes on Oct. 29, with a call at 2 p.m. PDT. AMD reports on Nov. 3, with a call at 2 p.m. PT.
The reported Tan–Su conversation is unconfirmed; Intel's Oct 29 and AMD's Nov 3 earnings calls are the next scheduled dates, per company announcements.
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Nothing has changed yet for CPU supply or data-center capacity, because no product, customer, volume or date has been disclosed. What gives the remark weight is the pitch around it: Intel is courting outside customers for its foundry, and Tan raised AMD, a direct x86 rival, in that same chat. Tan said Intel's 18A process is in volume production and that 14A is progressing strongly, and that multiple customers want Intel to scale their business. According to Tom's Hardware, he named none and gave no order sizes.
Tan said Intel must reclaim CPU leadership and is customizing chips for individual customers, especially Xeon server processors. Tom's Hardware says he named application-specific integrated circuits (ASICs), co-packaged optics (CPO), physical AI and advanced packaging as potential growth businesses. He wants two or three of them to eventually contribute around 10% of Intel's revenue each.
On foundry, Tan said Intel has already released version 0.5 of the 14A process design kit (PDK), the technical information and tools chip designers need to build products on a process. Version 0.9 is next, followed by version 1.0 for volume production in early 2027. In January, Tom's Hardware noted, Intel had two prospective customers evaluating 14A test chips, with firm supplier decisions expected in the second half of 2026 and the first half of 2027. That window is open now.
The two companies already cooperate in narrower areas. They set up the x86 Ecosystem Advisory Group in October 2024 with other technology companies. On Oct. 20, Intel's newsroom said AMD and Intel had aligned on the oneDNN library as the default open-source route for x86 acceleration in PyTorch, as Voltgrid reported. The same release said the two are also working on AI Compute Extensions, a next-generation x86 instruction set for matrix multiplication.
Everything about the Tan-Su conversation rests on reports of a recording. Neither Intel nor AMD has confirmed what was discussed, when, or whether it led to anything, and neither report says whether the possible cooperation concerns manufacturing, packaging, products or software. Tom's Hardware says neither company has announced a new agreement. Watch the Oct. 29 and Nov. 3 earnings calls for any comment from either side, and for the first named 14A customer.
