New Developments in TSMC's Alleged Collaboration with Nvidia, AMD, and Broadcom to Revive Intel's Chip Production
Recent reports suggest TSMC is proposing a joint venture involving major tech companies to control Intel's struggling chip fabs, amidst ongoing uncertainties in the semiconductor industry.
In the latest chapter of TSMC’s evolving strategy regarding Intel, Reuters has reported that TSMC is engaging Nvidia, AMD, and Broadcom to explore a joint venture aimed at revitalizing Intel’s struggling chip manufacturing facilities.
Recent speculation indicates that instead of Intel’s fabrications being spun off into a separate joint venture, a new proposal has emerged. TSMC suggests it would operate these fabs while the ownership remains under collective control with a limited stake of 50% for TSMC itself.
Industry insiders believe that significant influences from the Trump administration may shape these negotiations. The report suggests that the administration has urged TSMC to assist in bolstering Intel, amidst troubling conditions in the semiconductor sector.
TSMC’s initiative appears to be gaining traction, with Intel reportedly receptive to the idea, though opinions within the company remain divided. It remains unclear how the ongoing discussions will influence Intel’s future amidst its recent financial difficulties, including an $18.8 billion loss for 2024.
