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Intel’s Nvidia deal seen as mixed blessing for Asian chipmakers
Business World Philippines
|September 22, 2025
Nvidia's $5-billion investment in Intel is a double-edged sword for Asian chipmakers such as TSMC as an Intel revival could ease US scrutiny on its foreign rivals although it can boost competition in the long term.
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The world’s most valuable company announced the equity investment on Thursday, which will make it one of Intel’s biggest shareholders with a roughly 4% stake. The two companies agreed to jointly develop PC and data center chips.
The deal was welcomed warmly by Intel investors, who propelled its shares 23% on the news. Analysts expect the Nvidia partnership to help the struggling chipmaker make up some ground in artificial intelligence and boost its manufacturing capabilities.
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