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Intel Shrs Leap 10%+ on Reports of Nvidia Mulling Chip Production Shift
29 Jan 2026 01:54
Nvidia (NVDA.US) plans to shift its chip production from TSMC (TSM.US) to Intel (INTC.US) in 2028, foreign media reported. On Wednesday, Intel's stock price once mushroomed 12%, and last jumped up nearly 11%.

Under the pressure of US manufacturing policies and tariffs, major US chip manufacturers have long been exploring cooperation with Intel, the report cited insiders from the supply chain as saying.

However, due to the current limitations of the 18A technology, meaningful collaboration is likely to begin only after the mass production of the 14A chips in 2028.
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Stock & Type Code Strike(Call Level) Last Effective Gearing
Nvidia (C) 10055 230 (-) 0.084 8.7 X
Nvidia (C) 11007 205 (-) 0.325 4.6 X
Nvidia (P) 10057 165 (-) 0.113 6.0 X

 

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