Intel can sell 20% of the chip business to TSMC [RUMOR]

New market rumors indicate that TSMC pode adquirir 20% da Intel Foundry Services (IFS)Intel’s chip manufacturing division.

Possible negotiation is inserted into the Trump government’s strategy to strengthen semiconductor production in the US through the Plan “Made in America”.

If realized, this partnership would allow Intel to obtain the technological support of TSMC and, at the same time, would avoid regulatory problems that would normally prevent the merger of two giants in the sector.

Speculation about this transaction arose at the moment when Intel’s actions record an expressive discharge, accumulating an appreciation of 16.7% in the year e 22.5% in the last five days.

Growth is the result of market optimism with the company’s efforts to maintain competitiveness, especially after recent changes in corporate leadership and support from the US executive branch.

The challenges of the partnership between Intel and TSMC

Despite US interest in ensuring that the most advanced chips are produced locally, the viability of the partnership between Intel and TSMC is not guaranteed.

Both companies use different manufacturing processes, and integrating operations can be a challenge. It is noteworthy that any such agreement would be subject to a rigorous regulatory analysissince it could raise antitrust concerns.

According to information from Economic Daily, companies like Qualcomm and Broadcom could also play an important role in the transactionhelping to enable the new structure by ordering chips manufactured by IFS. The idea would be to allow the foundation of Intel to go into operation without major setbacks.

For Qualcomm and Broadcom, an investment in Intel’s foundry division could strengthen its ability to compete with MediatekTaiwanese company that does not face the same restrictions as Chinese giants like Huawei. This would give US manufacturers a strategic advantage in the global chip market.

Intel’s financial crisis and the need for restructuring

Intel has been through a difficult period, dealing with large -scale layoffs and dividend suspensionas you seek to balance your finances. The drop in demand for personal computers and GPUS market growth for corporate applications were factors that pressured their revenues.

Intel’s future may be in a strategic partnership with TSMC, allowing both companies to collaborate without facing regulatory barriers

The company bets on manufacturing process 18a to try to recover your position in the sector. Recently, Intel was the first manufacturer in the world to acquire advanced machines High and EUV Da ASMLessential technology for the production of more efficient chips.

The success of 18A It will be a vital factor to determine whether the casting division can attract more customers or even partially sold to strategic partners.

Also read:

The result for the semiconductor market

If trading with TSMC Avance, Intel can accelerate its transition to a new business model, focusing more on chip design than direct manufacturing. In addition, a possible external investment on IFS could boost processor production of future Panther Lake and Arrow Lake lineswhich aim to compete with the most advanced solutions of AMD and Apple.

In any case, Intel’s movement is the direct consequence of the search for solutions for maintain its relevance in the semiconductor sectorwhile the US try to reinforce national production to reduce dependence on Asian factories.

In the coming months, the market will be aware of any news about this possible transaction.

Fonte: Economic Daily