Intel and TSMC have initially reached a preliminary agreement to create a joint undertaking that will be served by Fabs Intel in the USA Reutersciting a report with Information This is based on two sources familiar with this matter. Intel has not yet commented on this matter, but we contacted the company to get more information.
According to the terms of the contract, it is said that TSMC owns a 20% of the joint undertaking. It is not clear which company or company will owners of the remaining 80%, but at the beginning of this year it was reported that TSMC has approached many leading designers of Fabless chip based in the United States – including AMD, Broadcom, Nvidia and Qualcomm – about investing in a joint venture, which would be the owner of many FABS in America. Both NVIDIA and a member of the board of TSMC refused to discuss later.
Apparently, this system was influenced by the US government, in particular the White House and the Department of Trade, as part of efforts aimed at constant operational difficulties in Intel. The US authorities perceive partnership as an intel stabilization in which the IDM 2.0 strategy has faced many challenges, because the company has so far become a leader in products or in semiconductor production technology. At the same time, the current US government will not support the Sales of Intel for a foreign investor, especially TSMC.
At this point, it is not clear what TSMC involvement will be in the American Fabs Intel – which cost tens of billions of dollars – many of which can only be used to create processors for Intel factory technology (including FAB, which can produce on Intel 3 and Intel 4 technologies) and only one or two can produce processors in factory technology 18A. It is also not clear how TSMC plans to have 20% Intel foundry, with its own plans to invest $ 165 million on the Arizona Fab 21 website to create fries for your partners, including Apple.
Financial markets quickly reacted to this message. The price of Intel shares increased by almost 7% after the report system, which helped the company recover after a decrease in market capitalization caused by novel import tariffs that will be implemented by the USA, TSMC shares listed in the US fell by about 6%, emphasizing the various investors’ reactions to the contract.
Because both Intel and TSMC are in their peaceful periods, they cannot comment on any comments about future plans, and even factors that can materially affect them, but we contacted the commentary.
