Source: TSMC is considering a controlling stake and fully operating Intel's US factories after a Trump team request, as Trump aims to boost US manufacturing
www.bloomberg.com/news/article... @cdmasterzang : Make Taiwan Great Again! X: Scott Lincicome / @scottlincicome : “Intel's foundry operation lost more than $13 billion on $17.5 billion in revenue last year. TSMC generated $41.1 billion in operating profit on $90 billion in revenue over the same period.” https://www.wsj.com/... [image] Eric Jhonsa / @ericjhonsa : If it happened (big if), I think $TSM taking over $INTC's fabs would likely drive a re-rating of TSMC (less geopolitical and competitive risk + even more leverage over suppliers) and be negative for semicaps (more customer concentration + higher leading-edge fab efficiency). Angelica / @angelicaoung : Let me tell you just scrolling the online groups and other Taiwanese media...the reaction to TSMC being pushed into a JV with Intel is 10 times stronger than the Trump tariffs. People are legitimately outraged that Taiwan is being so blatantly stripped for parts and the reaction Caleb Watney / @calebwatney : T̶S̶M̶C̶ USSMC Noah Smith / @noahpinion : This is actually a great idea Eric Jhonsa / @ericjhonsa : As for $INTC, a deal would likely do much to strengthen their balance sheet and cash-flow statements, but also leave them a share-losing fabless CPU supplier relying on the same process and packaging tech as rivals. [image] @jukanlosreve : Luke Lin of DigiTimes Research Offers Intriguing Speculation on a TSMC-Intel Joint Venture 1. Operating an advanced process foundry requires more than merely transferring technology; it demands a fully integrated approach to factory management and business administration. Mackenzie Hawkins / @mackhawk : New: TSMC is open to taking a controlling stake in Intel's US factories, @ianmking & I are told Trump team floated a potential Intel deal in recent meetings w TSMC officials, who were receptive. Intel's stance is unclear. Talks are in very early stages https://www.bloomberg.com/... Nick Turner / @newsynick : This would have been an unfathomable idea just a few years ago: TSMC considers operating Intel's factories in the US after a Trump team request https://www.bloomberg.com/... via @mackhawk @ianmking Forums: r/China_irl : 在川普团队要求下台积电考虑接管英特尔 … r/PortlandOR : TSMC Considers Running Intel's US Factories After Trump Team Request r/neoliberal : TSMC Considers Running Intel's US Factories After Trump Team Request r/wallstreetbets : TSMC Considers Running Intel's US Factories After Trump Team Request r/hardware : TSMC Considers Running Intel's US Factories After Trump Team Request