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TSMC Denies Helping Intel To Set Up US Facilities

tonyget

Well-known member

TSMC has reportedly denied its involvement in sorting out Intel's "foundry matters," claiming that such rumors are only a "mere misunderstanding."

TSMC Refutes Statements Made By Its US Chairman, Says That Such Rumors Are Just Misunderstanding​

It looks like the Taiwan giant isn't comfortable giving Intel a "helping hand" despite rumors suggesting something is happening behind the scenes. For those unaware, in an interview with CNBC, TSMC's US Chairman Rick Cassidy disclosed that the Taiwan giant apparently meets with Intel every week to guide them in setting up facilities in the US. Cassidy further disclosed that the firm is helping Team Blue with "advanced process" manufacturing.

But now, TSMC has clarified (via ChinaTimes) that they aren't assisting Intel's employees by any means, except for discussions on production design, taking a U-turn from Cassidy's statement. The Taiwan giant claims that Cassidy's statement is simply a misunderstanding and that TSMC isn't involved in setting up Team Blue's US facilities in any way. It certainly seems like TSMC seems to regard its affiliation with competitor as something not to be taken lightly, and given the arch competition in the semiconductor business, it does make sense.

TSMC-2.jpg


TSMC-Intel relations did see a bit of a fallout, which initially started back in 2021 when Intel's former CEO Pat Gelsinger said that the world needs to rely on a more "balanced supply chain" source, referring to the geopolitical tensions present in Taiwan, and how it can impact TSMC as a business. This caused Intel to lose a 40% discount on TSMC's 3nm production, and responses started to come from TSMC's side, which showed that both companies saw a disruption in their partnership.

The "US semiconductor" markets are the next big spotlight for companies like TSMC and Intel, and despite the latter firm being a much larger recipient of the US CHIPS Act, they have been unable to deliver on expectations. For TSMC, well, their Arizona facility looks to be in good shape regarding the progress made relative to Intel, which is why it won't be wrong to say that the tides are turning in TSMC's favor. With the Trump administration, it will be interesting to see how TSMC-US ambitions pan out.
 
How did this even rumor come buy the Media is getting worse Nowdays
There was a CNBC article about TSMC Arizona. Quotes below from the article gave the impression. I suspect Intel and TSMC might be collaborating on training local students or something like that and the words got twisted.

https://www.cnbc.com/amp/2024/12/13...b-where-apple-will-make-chips-in-the-us-.html

Nearby, in Chandler, Arizona, Intel is also building two huge fabs.

The U.S. company has a far different business model, designing and manufacturing its own chips, while TSMC only makes chips for others. The relationship between the two companies is solid, Cassidy said.

"We meet with [intel=] weekly and the feedback is we're helping them increase their ranks," Cassidy said. "We're helping them train on the most advanced stuff, so I think they're pretty happy with what we're doing."[/intel]
 

TSMC has reportedly denied its involvement in sorting out Intel's "foundry matters," claiming that such rumors are only a "mere misunderstanding."

TSMC Refutes Statements Made By Its US Chairman, Says That Such Rumors Are Just Misunderstanding​

It looks like the Taiwan giant isn't comfortable giving Intel a "helping hand" despite rumors suggesting something is happening behind the scenes. For those unaware, in an interview with CNBC, TSMC's US Chairman Rick Cassidy disclosed that the Taiwan giant apparently meets with Intel every week to guide them in setting up facilities in the US. Cassidy further disclosed that the firm is helping Team Blue with "advanced process" manufacturing.

But now, TSMC has clarified (via ChinaTimes) that they aren't assisting Intel's employees by any means, except for discussions on production design, taking a U-turn from Cassidy's statement. The Taiwan giant claims that Cassidy's statement is simply a misunderstanding and that TSMC isn't involved in setting up Team Blue's US facilities in any way. It certainly seems like TSMC seems to regard its affiliation with competitor as something not to be taken lightly, and given the arch competition in the semiconductor business, it does make sense.

TSMC-2.jpg


TSMC-Intel relations did see a bit of a fallout, which initially started back in 2021 when Intel's former CEO Pat Gelsinger said that the world needs to rely on a more "balanced supply chain" source, referring to the geopolitical tensions present in Taiwan, and how it can impact TSMC as a business. This caused Intel to lose a 40% discount on TSMC's 3nm production, and responses started to come from TSMC's side, which showed that both companies saw a disruption in their partnership.

The "US semiconductor" markets are the next big spotlight for companies like TSMC and Intel, and despite the latter firm being a much larger recipient of the US CHIPS Act, they have been unable to deliver on expectations. For TSMC, well, their Arizona facility looks to be in good shape regarding the progress made relative to Intel, which is why it won't be wrong to say that the tides are turning in TSMC's favor. With the Trump administration, it will be interesting to see how TSMC-US ambitions pan out.

When I first saw this article, I decided to ignore it. Because the more we talk about and reference to a fake news, the more we increase that fake news' rankings and importance over the Internet and in the search engines results.

If you missed the Rick Cassidy's interview, here is the post:


 
Last edited:
There was a CNBC article about TSMC Arizona. Quotes below from the article gave the impression. I suspect Intel and TSMC might be collaborating on training local students or something like that and the words got twisted.

https://www.cnbc.com/amp/2024/12/13...b-where-apple-will-make-chips-in-the-us-.html

Nearby, in Chandler, Arizona, Intel is also building two huge fabs.

The U.S. company has a far different business model, designing and manufacturing its own chips, while TSMC only makes chips for others. The relationship between the two companies is solid, Cassidy said.

"We meet with [intel=] weekly and the feedback is we're helping them increase their ranks," Cassidy said. "We're helping them train on the most advanced stuff, so I think they're pretty happy with what we're doing."[/intel]

 
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