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$INTC | Intel’s future under scrutiny amid $TSM TSMC-led JV considerations - Ming-Chi Kuo Despite the ongoing discussions, this particular idea is still in its nascent stages and presents significant challenges, making it a less prominent focus in current fundamental analysis.…
Since President Trump took office, the U.S. government has been actively brainstorming with industry players to save Intel (IFS). One idea is a TSMC-led JV running IFS, recently reported again. The problem is that this idea is still far off and challenging to pull off, so it’s…
In the 1980s, Intel was dying, when the US government stole semiconductor technology from Japanese firms like Toshiba and NEC. Now, (Taiwan) TSMC is trying to avoid the same fate by proposing a joint venture to operate Intel’s foundry. Other partners would include Qualcomm,… https://t.co/npCu2Kpubv
Intel $INTC revealed that it was once aiming to get its reliance on TSMC $TSM down to zero, but it is still relying on TSMC for about 30% of its wafers, such as its Arrow Lake and Lunar Lake processors. $NVDA $AMD
💡 Intel trading idea: Intel shares could rebound to the top of the range in which it has been oscillating since September against the background of potential collaboration between industry giants. https://t.co/odkOwSRTsL https://t.co/m8tqa9RHD7
Stock of the Day: Intel spikes 5% after proposal for major AI firms to run company's chipmaking foundry https://t.co/ciB3IjcEpe
$INTC | Intel’s future under scrutiny amid $TSM TSMC-led JV considerations - Ming-Chi Kuo Despite the ongoing discussions, this particular idea is still in its nascent stages and presents significant challenges, making it a less prominent focus in current fundamental analysis.…
INTEL SHARES UP 5.4% AFTER REUTERS REPORTS TSMC PITCHED INTEL FOUNDRY JV TO SOME U.S. CHIP DESIGNERS
