The world's largest contract chip maker – Taiwan's TSMC – is reportedly considering taking control share in the legendary U.S. American chip giant Intel, which has attracted attention throughout the island and the White House.
The Wall Street Journal reported on Saturday that Intel's two biggest rivals, TSMC, and American Chip-designed Broadcom, are both eye-catching deals that will split American chip idols into two.
The report said TSMC is the world's largest contract chip manufacturer, looking at research that controls some or all of Intel's chip factories, which could be part of an investor consortium or other structure.
Also on AF: Taiwan, North Korea is on the brink
Meanwhile, Broadcom has been carefully studying Intel's chip design and marketing business. The company added that the company has discussed potential bids with consultants, but it is only possible to continue if it finds a partner in Intel's manufacturing business.
WSJ reported that Broadcom and TSMC have not worked together and that all negotiations have been preliminary and largely informal so far.
In addition, media reports also said that TSMC is considering purchasing control of the Intel factory.
Guessing is a continuation Notes by Baird, an American Asset Manager That is, last week the Donald Trump administration hoped TSMC would jointly own and develop a joint venture with Intel for multiple chip foundries.
The report has caused anxiety across Taiwan and raised concerns that the island would lose its “silicon shield” to stop Chinese attacks and secure US support.
Crazy media reportsFrom the Chinese-owned network, it is also claimed that this cooperation is not supported by TSMC and that the chipmaker is a victim of bullying by the Trump administration.
These concerns Reported Taiwan, the island's state-owned news publisher, cited an expert that a joint venture with Intel would put chipmakers “in a more disadvantageous position” rather than facing potential tariffs from U.S. President Donald Trump on U.S. chip imports.
The report cites Liu Pei-Chen, a researcher in industry economics in Taiwan, citing Liu Pei-Chen, who said: “If a joint venture with Intel is established, it will inevitably focus on advanced semiconductor technology, and if a technology leak occurs, it may It will endanger TSMC's leading edge in the field of advanced technology. “The Taiwan Institute of Economics (TIER) database.
TSMC's market valuation is about eight times that of Intel. The Taiwanese company’s clients include AI chip leaders Nvidia and AMD, Intel’s fierce competitors in the PC and server markets.
Trump participated
Meanwhile, White House comments on Friday questioned Trump's involvement in the rumored talks.
A White House official told Reuters that the Trump administration supports foreign companies invested and built in the United States, but is “unlikely” to support a foreign company that runs Intel's U.S. factories.
Reuters said the official did not immediately comment on whether Trump's team met with the companies and proposed the idea of such a deal. It added that the official also did not immediately answer follow-up questions about whether TSMC could be linked to the Intel plant through a U.S.-based joint entity.
Over the past few months, Trump has had serious criticism of Taiwan, saying the island needs to defend U.S. payments, while also accusing it of stealing U.S. chip business.
He reiterated the latter's claim last week, leading to Taiwan saying A country does not need it Control the semiconductor industry.
What might Intel's collaboration mean for TSMC
If TSMC accepts an arrangement to operate an Intel factory, significant changes must be made to the operations of the U.S. chip manufacturers, as each chip manufacturer has a different approach and technology to operate the technology and technology of the factory.
To operate Intel's factory, TSMC may also need to reveal some of its proprietary technologies and processes to Intel employees.
Analysts say TSMC may seek some tariff exemptions to reach a deal with Intel, which has been working to restore its lost chip-making glory.
TSMC-listed stock closed at 2.4% on Monday, outperforming the Taiex Index's 1.5% growth.
- Vishakha Saxena, with Reuters
Please read also:
As TSMC began producing 4NM chips in the United States, China smoke
Taiwan says TSMC is not allowed to 2NM chips abroad now
Taiwan hopes our demand for chips will exempt Trump from tariffs
TSMC can cut off all Chinese AI customers from its advanced chips
Trump says he will hit China with a lot of tariffs if Taiwan is needed
Taiwan's TSMC joins AI Frenzy's trillion-dollar club
Taiwan says TSMC won't leave because of Arizona plant fuel concerns
China War Risk See Taiwan's TSMC Move to Us Fabs, Japan
High cost, “hard to control” American employee plague TSMC in Arizona – New York
Taiwan invasion “can eliminate up to $1 trillion per year”
