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The Exiled · 14.02.2025., 20:54

Citiraj:

TSMC considers running Intel’s US factories after Trump team request

Citiraj:

Taiwan Semiconductor Manufacturing Co. is considering taking a controlling stake in Intel Corp.’s factories at the request of Trump administration officials as the president looks to boost American manufacturing and maintain US leadership in critical technologies. Trump’s team raised the idea of a deal between the two companies in recent meetings with officials from the Taiwanese chipmaker and TSMC was receptive. It’s unclear whether Intel is open to a transaction. The talks are in very early stages, and the exact structure of a potential partnership hasn’t been established. But the intended result would have the world’s largest made-to-order chipmaker fully operating Intel’s US semiconductor factories. It also would address concerns about Intel’s deteriorating financial state, which has forced the company to slash jobs and curb its global expansion plans.

The arrangement may involve having major American chip designers take equity stakes along with support from the US government. That means the venture wouldn’t solely be owned by a foreign company. Under former Chief Executive Officer Pat Gelsinger, Intel embarked on an ambitious and expensive plan to restore its chipmaking lead, and the company won $7.9 billion in US government funding to support projects in four states. It’s also secured $3 billion to produce chips for the US military, all of which will be paid out over time as Intel’s plants hit key milestones. The company has received $2.2 billion as of January.

But that effort has so far failed to attract enough outside customers to make the investments worthwhile, particularly at a new site in Ohio. Intel’s own products also are losing market share, adding to the overall squeeze on its finances — just when it needs to spend heavily. Gelsinger was forced out in December after the board lost confidence in his turnaround plans. Biden officials also floated the possibility of TSMC licensing its manufacturing technology for use at Intel’s facilities, but TSMC wasn’t interested in an arrangement that could ultimately benefit a competitor.

Izvor: Bloomberg, Tom's Hardware i TechSpot

U svakom slučaju zanimljiva situacija i potencijalni rasplet ili pak dodatni zaplet, dok se izmišljaju tople vode samo da se Intel službeno ne prikaže kao piši kući propalo.

EDIT:

Citiraj:

Trump is 'unlikely' to support TSMC running Intel's fabs — US gov't downplays chances of TSMC takeover

Citiraj:

According to a high-positioned source of Reuters, the Trump administration is unlikely to approve a foreign company managing Intel's U.S. semiconductor manufacturing facilities to run. The comment was made about Intel's reported engagement with TSMC. Although the new U.S. government supports foreign investment in American industrial might and science innovation, it wants U.S. companies to remain American. "President Donald Trump's administration may not support Intel's U.S. chip factories being operated by a foreign entity," a White House official told Reuters. While foreign investment in domestic manufacturing is encouraged, the White House prefers that Intel's fabs remain under American control.

Izvor: Tom's Hardware

Citiraj:

TSMC and Broadcom explore deals to split Intel's foundry and chip design wings

Citiraj:

Intel is facing potential acquisition bids from TSMC (Taiwan Semiconductor Manufacturing Company) and Broadcom, according to sources cited by The Wall Street Journal. The two major tech companies are exploring deals that could effectively split Intel's operations, with Broadcom reportedly eyeing Intel’s chip design and marketing divisions, while TSMC is assessing the possibility of taking over its chip manufacturing plants. Broadcom has engaged in informal discussions with advisors about a potential bid, though it is likely to proceed only if it secures a partner to handle Intel’s manufacturing segment. This approach aligns with Broadcom’s ongoing strategy of expanding its business through targeted acquisitions. Meanwhile, TSMC, the world's largest contract chip maker, is reportedly considering forming an investor consortium to acquire Intel’s fabrication plants, which would further strengthen its position in the global semiconductor market. However, all discussions remain preliminary, and no formal offers have been made.

Intel has been struggling to regain its foothold in chip manufacturing amid increasing competition from TSMC and others. The company’s previous CEO, Pat Gelsinger, was ousted in December after a series of setbacks, including delays in manufacturing plans, a decline in AI chip market share, and a reliance on government subsidies to fund factory expansions. Intel’s financial struggles, including $7 billion in losses from its chipmaking segment in 2023 and a 60% decline in share price, have made it an acquisition target. However, any potential deal faces a major roadblock: U.S. government opposition. The Trump administration has voiced strong concerns over the possibility of a foreign company operating Intel’s U.S.-based chip fabs. A White House official recently stated that while foreign investment is generally encouraged, Intel’s domestic manufacturing capabilities are seen as strategically important, making it unlikely that a takeover by TSMC would receive government approval.

This stance complicates any potential deal, especially as the U.S. government has been actively subsidizing domestic semiconductor production to reduce reliance on foreign chip makers. If Broadcom and TSMC move forward with their plans, they may need to navigate regulatory hurdles and find domestic partners to satisfy national security concerns. A breakup of Intel would mark a shift toward specialization, with companies focusing on either chip design or manufacturing. Whether these acquisition talks gain momentum or stall due to political and economic factors remains to be seen.

Izvor: Tom's Hardware