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TSMC Shuts Down Intel Tie-Up Talk

Daniel Nenni

Daniel Nenni

Admin
Staff member
TSMC Shuts Down Intel Tie-Up Talk

Source：Bloomberg

TSMC denies tie-up in prospect with struggling U.S. group Intel​

Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest chipmaker, has denied reports of a tie-up with its ailing U.S. rival Intel.

Talks have been reported over the past two months on a potential deal for TSMC to take a minority stake in Intel and help the U.S. chipmaker run its fabrication plants, or fabs, which have for years failed to catch up with the Taiwanese market leader’s technology.

TSMC CEO CC Wei told investors on Thursday that TSMC was “not engaged in any discussion with other companies regarding any joint venture, technology licensing, or technology transfer and sharing.” People familiar with the situation said any attempt to have the contract chipmaker transform Intel fabs so they would match its own would take many years and could cost even more than building new ones.

The Intel proposal was part of the massive disruption that the Trump administration’s tariff and industrial policy moves are bringing to the technology industry.
On Thursday, TSMC maintained its bullish forecast of close to 25% growth this year, driven by booming artificial intelligence chip revenue, but warned that U.S. trade policy would further dilute profit margins and could damage demand.

Once the dominant chipmaker in the U.S., Intel has faced numerous challenges in recent years, losing ground to players like Nvidia, AMD, Qualcomm, and Apple.

 
I'm waiting for a response from Reuters and their inside sources. What a load of fertilizer. You got punked Reuters!!!! :ROFLMAO:

Exclusive: TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say
By Fanny Potkin, Milana Vinn and Wen-Yee Lee

Intel, TSMC recently discussed chipmaking joint venture, the Information reports
 
Incredible reporting now refuted by the CEO. What is this clown show? I guess anything which gets too close to the Clown Gravity of the Trump admin is subject to its pull towards the Clown Black Hole.
 
Daniel Nenni said:
TSMC Shuts Down Intel Tie-Up Talk

Source：Bloomberg

TSMC denies tie-up in prospect with struggling U.S. group Intel​

Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest chipmaker, has denied reports of a tie-up with its ailing U.S. rival Intel.

Talks have been reported over the past two months on a potential deal for TSMC to take a minority stake in Intel and help the U.S. chipmaker run its fabrication plants, or fabs, which have for years failed to catch up with the Taiwanese market leader’s technology.

TSMC CEO CC Wei told investors on Thursday that TSMC was “not engaged in any discussion with other companies regarding any joint venture, technology licensing, or technology transfer and sharing.” People familiar with the situation said any attempt to have the contract chipmaker transform Intel fabs so they would match its own would take many years and could cost even more than building new ones.

The Intel proposal was part of the massive disruption that the Trump administration’s tariff and industrial policy moves are bringing to the technology industry.
On Thursday, TSMC maintained its bullish forecast of close to 25% growth this year, driven by booming artificial intelligence chip revenue, but warned that U.S. trade policy would further dilute profit margins and could damage demand.

Once the dominant chipmaker in the U.S., Intel has faced numerous challenges in recent years, losing ground to players like Nvidia, AMD, Qualcomm, and Apple.

Click to expand...

Most everyone here at SemiWiki knew it was an unsubstantiated rumor. If it had any legs, INTC would be trading at twice its price, not making new 52 week lows.

C.C. Wei is way too smart for such a dumb move.
 
Last edited:
Erik F said:
my theory is it was a certain intel board member desperately trying to push trump to force tsmc to do it.
said person pissed trump off, tsmc saw an opportunity for good pr and announced the fab investments.
Click to expand...
siliconbruh999 said:
The board member basically shot himself in the foot.
Click to expand...

Are you pointing a crooked finger at Frank Yeary? I certainly would.

Frank D. Yeary is a prominent business executive with extensive experience in corporate leadership, investment banking, and higher education. He currently serves as the independent Chair of the Board of Directors at Intel Corporation, a position he has held since January 2023. Yeary has been a member of Intel's board since March 2009.

In addition to his role at Intel, Yeary is a director on the boards of PayPal Holdings, Inc. (since July 2015) , Mobileye Global Inc. (since October 2022) , and serves as the Managing Member of Darwin Capital Advisors LLC, a private investment firm he founded in 2018.

Earlier in his career, Yeary was Vice Chancellor of the University of California, Berkeley from 2008 to 2012. Prior to that, he spent over two decades in investment banking, including serving as Global Head of Mergers & Acquisitions and as a member of the management committee at Citigroup Investment Banking from 2003 to 2008.

Yeary holds a Bachelor of Arts degree from the University of California, Berkeley .
 
Daniel Nenni said:
Are you pointing a crooked finger at Frank Yeary? I certainly would.

Frank D. Yeary is a prominent business executive with extensive experience in corporate leadership, investment banking, and higher education. He currently serves as the independent Chair of the Board of Directors at Intel Corporation, a position he has held since January 2023. Yeary has been a member of Intel's board since March 2009.

In addition to his role at Intel, Yeary is a director on the boards of PayPal Holdings, Inc. (since July 2015) , Mobileye Global Inc. (since October 2022) , and serves as the Managing Member of Darwin Capital Advisors LLC, a private investment firm he founded in 2018.

Earlier in his career, Yeary was Vice Chancellor of the University of California, Berkeley from 2008 to 2012. Prior to that, he spent over two decades in investment banking, including serving as Global Head of Mergers & Acquisitions and as a member of the management committee at Citigroup Investment Banking from 2003 to 2008.

Yeary holds a Bachelor of Arts degree from the University of California, Berkeley .
Click to expand...
Yes Yeary he has been at the board too long time for him to retire as well
 
Daniel Nenni said:
Are you pointing a crooked finger at Frank Yeary? I certainly would.

Frank D. Yeary is a prominent business executive with extensive experience in corporate leadership, investment banking, and higher education. He currently serves as the independent Chair of the Board of Directors at Intel Corporation, a position he has held since January 2023. Yeary has been a member of Intel's board since March 2009.

In addition to his role at Intel, Yeary is a director on the boards of PayPal Holdings, Inc. (since July 2015) , Mobileye Global Inc. (since October 2022) , and serves as the Managing Member of Darwin Capital Advisors LLC, a private investment firm he founded in 2018.

Earlier in his career, Yeary was Vice Chancellor of the University of California, Berkeley from 2008 to 2012. Prior to that, he spent over two decades in investment banking, including serving as Global Head of Mergers & Acquisitions and as a member of the management committee at Citigroup Investment Banking from 2003 to 2008.

Yeary holds a Bachelor of Arts degree from the University of California, Berkeley .
Click to expand...
I believe that when the first rumors came out, he was cited as the one negotiating it in DC. That makes sense since he was the executive chairman.
 
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Brady said:
Incredible reporting now refuted by the CEO. What is this clown show? I guess anything which gets too close to the Clown Gravity of the Trump admin is subject to its pull towards the Clown Black Hole.
Click to expand...

And who knows if this administration sent some half-baked directives to either TSMC and Intel to attempt something like this or else. That seems common practice now.

Trump Officials Blame Mistake for Setting Off Confrontation With Harvard​

An official on the administration’s antisemitism task force told the university that a letter of demands had been sent without authorization.

 
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