Citi analysts report that TSMC is likely to remain the main foundry for Nvidia and Intel after the collaboration. Nvidia confirmed in August that TSMC is producing six new chips for its next-generation Rubin architecture. Citi analysts expect that any potential Nvidia-Intel joint development products will continue to rely on TSMC's technology in the coming years. They predict that by 2026, TSMC's revenue from Nvidia will increase by 50% and its revenue from Intel will increase by 20%. "We would not be surprised if other large US technology companies/TSMC's existing customers announce investments in Intel in the near future," the analysts said. However, they pointed out that TSMC's leading position in the foundry business remains solid and expect the company to continue investing in its Arizona wafer fab to serve US customers.