A look at the business and geopolitical reasons behind TSMC's international expansion, as Taiwan commits to spend $250B+ in the US as part of their trade deal
TSMC has for decades provided a ‘Silicon Shield’ to its namesake island. Now it sees both business and geopolitical reasons for going big in the U.S.
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently
anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Overly simplistic take...
Sources: Intel CEO Lip-Bu Tan has spoken to TSMC CEO C.C. Wei about a partnership or a joint venture; he also met with Tim Cook this year; INTC closes up 8.9%
Wall Street Journal :
Some experts say Trump's extraordinary intervention is unlikely to save Intel, which faces challenges with poor yields and competition from TSMC and Nvidia
U.S. President Donald Trump is injecting nearly $9 billion into Intel(INTC.O) in exchange for a 9.9% equity stake.
Sources: Masayoshi Son met Lip-Bu Tan to discuss SoftBank acquiring Intel's faltering foundry business in the weeks before announcing SoftBank's $2B investment
Japanese group's approach comes as US manufacturer struggles to attract customers and compete with rival TSMC
Sources: Intel is considering writing off its 18A and 18A-P manufacturing processes and stopping their marketing, focusing instead on 14A to compete with TSMC
Intel's (INTC.O) new chief executive is exploring a big change to its contract manufacturing business to win major customers …
TSMC CEO C. C. Wei says “TSMC is not engaged in any discussion with other companies regarding any joint venture”, after a recent report of a tie-up with Intel
Bloomberg :
Sources: Intel and TSMC have reached a preliminary agreement to form a joint venture that will operate Intel's chipmaking facilities; TSMC will take a 20% stake
Intel's financial crisis may be over—with support from its biggest rival. — Executives from Intel and Taiwan Semiconductor …
Jensen Huang says Nvidia has not been approached about purchasing a stake in Intel, following a report about a consortium with TSMC to operate Intel's factories
Nvidia (NVDA.O) CEO Jensen Huang said on Wednesday that his company had not been approached about purchasing a stake in Intel (INTC.O).
Sources: TSMC has pitched Nvidia, AMD, Broadcom, and Qualcomm about taking stakes in a JV to run Intel Foundry; TSMC would hold no more than a 50% stake
TSMC (2330.TW) has pitched U.S. chip designers Nvidia (NVDA.O), Advanced Micro Devices (AMD.O) and Broadcom (AVGO.O) …