Broadcom, TSMC eye possible Intel deals to split storied chipmaker: Report
1 month ago

Broadcom, TSMC eye possible Intel deals to split storied chipmaker: Report

The Hindu  

Intel's rivals Taiwan Semiconductor Manufacturing Co and Broadcom are each eyeing potential deals that would break the U.S. chipmaking icon in two, the Wall Street Journal reported on Saturday, citing people familiar with the matter. TSMC, the world's biggest contract chipmaker, has separately studied controlling some or all of Intel's chip plants, potentially as part of an investor consortium or other structure, the report said. A White House official told Reuters on Friday that President Donald Trump's administration might not support Intel's U.S. chip factories being operated by a foreign entity after Bloomberg reported that TSMC was considering taking a controlling stake in Intel's factories at Trump's request. The White House official said the Trump administration supported foreign companies investing and building in the U.S. but was "unlikely" to support a foreign firm operating Intel's factories.

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History of this topic

Taiwan says TSMC’s $100 billion chip investment in the U.S. wasn’t because of U.S. pressure
Trending News
2 weeks, 2 days ago

Taiwan says TSMC’s $100 billion chip investment in the U.S. wasn’t because of U.S. pressure

The Hindu  

Taiwan's president and top chipmaker TSMC held a joint news conference Thursday to defend the company's decision to invest $100 billion in the U.S., saying it stemmed from customer demand and not pressure from the Trump administration. Taiwan Semiconductor Manufacturing Company, the world’s largest chipmaker, said earlier this week it would invest $100 billion in three more chip manufacturing plants, …

Trump announces Taiwanese chipmaking giant TSMC to invest $100 billion in US manufacturing
2 weeks, 6 days ago

Trump announces Taiwanese chipmaking giant TSMC to invest $100 billion in US manufacturing

CNN  

New York CNN — Chipmaking giant Taiwan Semiconductor Manufacturing Company plans to invest at least $100 billion to grow its US manufacturing operations, President Donald Trump announced from the White House on Monday alongside the firm’s CEO C.C. It’s a matter of economic security, it’s also a matter of national security for us,” Trump said, adding that it would help …

Taiwan’s chip giant TSMC to spend $100bn to expand US chip manufacturing
2 weeks, 6 days ago

Taiwan’s chip giant TSMC to spend $100bn to expand US chip manufacturing

Al Jazeera  

TSMC CEO announced the plan with US president, the latest firm to make investment commitments since Donald Trump took office. “It’s a matter of national security for us.” TSMC, the world’s largest contract chipmaker, is a leading supplier to major US firms including Apple, Intel and Nvidia. Former US President Joe Biden in 2022 signed a sweeping $280bn law, the …

TSMC can’t make Intel great again: There’s nothing inside such a chip deal
1 month ago

TSMC can’t make Intel great again: There’s nothing inside such a chip deal

Live Mint  

Trying to force a partnership between Taiwan Semiconductor Manufacturing Company and Intel Corp would be a wildly complex ordeal. Already, the reported request of the Trump administration for TSMC to take a controlling stake in Intel’s US factories is facing valid questions about feasibility from all sides. Although TSMC’s change of heart appears to be the result of a request …

Intel share price gains over 10% after rivals TSMC, Broadcom eye potential split deals; stock up 18% YTD
1 month ago

Intel share price gains over 10% after rivals TSMC, Broadcom eye potential split deals; stock up 18% YTD

Live Mint  

Intel share price: Intel rose over 10 per cent on Tuesday, February 18, after a report over the weekend said rivals Taiwan Semiconductor Manufacturing Co and Broadcom were each eyeing potential deals that could break the chipmaking icon in two. Intel share price today Intel shares climbed as high as $26.24 in New York trading Tuesday, marking the biggest single-day …

Intel’s CEO Departure Opens Door to Fresh Deal Discussions
3 months, 2 weeks ago

Intel’s CEO Departure Opens Door to Fresh Deal Discussions

Live Mint  

-- The abrupt departure of Intel Corp. Chief Executive Officer Pat Gelsinger offers a fresh opportunity for the troubled company to consider potential deal options, including scenarios that he rejected during his time running the chipmaker. Splitting Factory and Product Divisions This would involve fully separating Intel’s factory business from the more profitable unit that develops products. It’s also unclear …

TSMC Halts Production Of Advanced AI Chips For Chinese Companies Starting November 11: Report
Trending News
4 months, 1 week ago

TSMC Halts Production Of Advanced AI Chips For Chinese Companies Starting November 11: Report

ABP News  

Taiwan Semiconductor Manufacturing Co has reportedly informed Chinese chip design companies that it will halt the production of their most advanced AI chips starting Monday, according to a Financial Times article citing three sources familiar with the situation. TSMC, which holds the title of the world’s largest contract chipmaker, has notified its Chinese clients that it will no longer be …

Amazon's 5-Day Workweek Policy Sparks Debate, While TSMC Soars on Strong AI Demand
5 months ago

Amazon's 5-Day Workweek Policy Sparks Debate, While TSMC Soars on Strong AI Demand

The Hindu  

Amazon's new 5-day-per-week in-office policy has sparked controversy, with employees expressing their mixed opinions. Worldcoin is scaling up its iris-scanning project, introducing a new version of their orb device with enhanced features and privacy enhancements. TSMC's stock soars on strong AI demand, with the company predicting continued growth in the sector.

Qualcomm approached Intel about a takeover in recent days: Report
6 months ago

Qualcomm approached Intel about a takeover in recent days: Report

The Hindu  

Qualcomm made a takeover approach to chipmaker Intel in recent days, the Wall Street Journal reported on Friday, citing people familiar with the matter. Earlier this month, Reuters reported that Qualcomm explored the possibility of acquiring portions of Intel's design business to boost the company's product portfolio. Qualcomm had examined acquiring different pieces of Intel, which is struggling to generate …

Intel shares jump on chip deal with Amazon
6 months, 1 week ago

Intel shares jump on chip deal with Amazon

CNN  

New York CNN — Intel’s struggling chip-making business got a boost Monday from a high-profile client: Amazon. Intel Foundry and Amazon Web Services will coinvest in a custom chip design for the latter and “announced a multi-year, multi-billion-dollar framework,” according to a release. “Specifically, Intel Foundry will produce an AI fabric chip for AWS on Intel 18A,” Intel CEO Pat …

Intel shares jump on chip deal with Amazon
6 months, 1 week ago

Intel shares jump on chip deal with Amazon

CNN  

New York CNN — Intel’s struggling chip-making business got a boost Monday from a high-profile client: Amazon. Intel Foundry and Amazon Web Services will coinvest in a custom chip design for the latter and “announced a multi-year, multi-billion-dollar framework,” according to a release. “Specifically, Intel Foundry will produce an AI fabric chip for AWS on Intel 18A,” Intel CEO Pat …

Chinese AI chip firms downgrading designs to secure TSMC production, sources say
9 months, 2 weeks ago

Chinese AI chip firms downgrading designs to secure TSMC production, sources say

The Hindu  

Some Chinese AI chip companies are now designing less powerful processors to retain access to Taiwan Semiconductor Manufacturing Co production in the face of U.S. sanctions, four people with knowledge of the matter said. The most recent set of U.S. export controls imposed last October have exposed just how limited China's production capacity for advanced chips is and how dependent …

TSMC's dilemma shows 'chip war' has no winner
1 year, 7 months ago

TSMC's dilemma shows 'chip war' has no winner

China Daily  

Semiconductor chips are seen on a circuit board of a computer in this illustration picture taken Feb 25, 2022. In his latest interview with The New York Times, TSMC chairman Mark Liu admitted that his company's unit that moved to the United States had encountered problems, such as higher construction costs and rifts between TSMC and local workers. When reports …

TSMC’s Taiwan factory plans have not changed, says minister
1 year, 11 months ago

TSMC’s Taiwan factory plans have not changed, says minister

Al Jazeera  

Economy minister says investment still going ahead after report that semiconductor giant is slowing expansion plans. Taiwan’s TSMC has not changed the investment plan for its new chip factory in the island’s southern city of Kaohsiung, Economy Minister Wang Mei-hua has said, responding to a media report of the chipmaker slowing down expansion at home. “TSMC investing in Taiwan, investing …

Taiwan chipmaker TSMC says quarterly profit $8.8 billion
2 years, 5 months ago

Taiwan chipmaker TSMC says quarterly profit $8.8 billion

Associated Press  

TAIPEI, Taiwan — Taiwan Semiconductor Manufacturing Co., the biggest contract manufacturer of processor chips for smartphones and other products, said Thursday that its quarterly profit rose 79.7% over a year earlier to a record $8.8 billion amid surging demand. The American Embassy in Beijing didn’t immediately respond to a question about whether TSMC had received an exemption that might allow …

Intel to produce Taiwanese company MediaTek's chips
2 years, 7 months ago

Intel to produce Taiwanese company MediaTek's chips

The Hindu  

The manufacturing arrangement is one of the most significant deals Intel has announced since it launched its so-called foundry business early last year. TechInsights’ chip economist Dan Hutcheson said there were doubts in the industry on whether Intel could pull off the foundry business, but the deal with MediaTek shows it’s on the right path and its investments, including in …

Taiwanese Chip Firms Gain Amid Global Shortage Issues
2 years, 8 months ago

Taiwanese Chip Firms Gain Amid Global Shortage Issues

News 18  

TAIPEI:Order books for both mature and advanced semiconductor nodes for Taiwanese chip firms are still very full, Economy Minister Wang Mei-hua said on Wednesday, amid concerns about a slowdown in tech-related demand. A significantly weaker-than-expected business outlook by memory-chip firm Micron Technology Inc last Thursday raised concern that, following nearly two years of strong demand, the industry was turning towards …

TSMC Mulling To Set Up A New Plant In Germany. Details
3 years, 3 months ago

TSMC Mulling To Set Up A New Plant In Germany. Details

ABP News  

New Delhi: Taiwan Semiconductor Manufacturing Company, the world's largest contract manufacturer for chips, is looking to set up a new plant in Germany and is in talks with the German government about setting up a plant in Europe, the media has reported. TSMC is the world’s largest contract chipset maker with production sites mostly in Taiwan. earlier in June, TSMC …

Chipmaker TSMC says too early to say on Germany expansion
3 years, 7 months ago

Chipmaker TSMC says too early to say on Germany expansion

The Hindu  

Taiwan Semiconductor Manufacturing Co Ltd said on Monday that it was too early to say whether it will build factories in Germany and that talks were in early stages, as the EU seeks to reduce chip imports amid a supply shortage. "We are currently doing reviews on Germany seriously, but it's still in very early stages," TSMC chairman Mark Liu …

Intel reiterates chip supply shortages could last several years
3 years, 9 months ago

Intel reiterates chip supply shortages could last several years

The Hindu  

Intel Corp's CEO said on Monday it could take several years for a global shortage of semiconductors to be resolved, a problem that has shuttered some auto production lines and is also being felt in other areas,including consumer electronics. "But while the industry has taken steps to address near term constraints it could still take a couple of years for …

Chipmaker TSMC approves fund for capacity expansion
3 years, 11 months ago

Chipmaker TSMC approves fund for capacity expansion

The Hindu  

Taiwan Semiconductor Manufacturing Co's board has approved $2.89 billion in spending to increase capacity, the company said on Thursday, responding to a global chip shortage that has affected carmakers in particular. In a brief statement, the world's largest contract chipmaker said its board had approved the spending "for the purpose of installing mature technology capacity". The company this month said …

Taiwan’s TSMC is pouring $100 billion into chipmaking to prevent another shortage
3 years, 11 months ago

Taiwan’s TSMC is pouring $100 billion into chipmaking to prevent another shortage

CNN  

Hong Kong CNN Business — Taiwan Semiconductor Manufacturing Company, the world’s largest contract chipmaker, announced Thursday that it expects to pour $100 billion into advanced chips over the next three years to keep up with rising demand. “In order to keep up with demand,” TSMC expects to use the funds to “increase capacity to support the manufacturing and of advanced …

Intel investing $20 billion in new US chipmaking plants as part of turnaround plan
4 years ago

Intel investing $20 billion in new US chipmaking plants as part of turnaround plan

CNN  

New York CNN Business — Intel CEO Pat Gelsinger has only been on the job for about a month. Intel unveiled several major initiatives — including a $20 billion investment in two new US chipmaking facilities — aimed at reasserting its position as the undisputed leader of the semiconductor industry, a claim many experts have said the company lost in …

Here’s what Intel’s new CEO must do to turn the company’s fortunes around
4 years, 2 months ago

Here’s what Intel’s new CEO must do to turn the company’s fortunes around

CNN  

New York CNN Business — Pat Gelsinger has a massive task ahead of him when he takes over as Intel CEO next month. “So the competition will continue to gain share at Intel’s expense.” Manufacturing challenges Intel is known for manufacturing its own chips — a distinction that was seen as a competitive advantage until the company fell off its …

The most important company you’ve never heard of is being dragged into the U.S.-China rivalry
4 years, 3 months ago

The most important company you’ve never heard of is being dragged into the U.S.-China rivalry

LA Times  

It’s been called Taiwan’s Silicon Shield, and without it much of modern life would cease. “Semiconductors underpin all the ‘must win’ technologies of the 21st century,” said Ashley Feng, a China and Taiwan expert formerly at the Center for a New American Security. “China could use the disabling of TSMC’s wafer fabs on Taiwan to inflict a heavy blow on …

The chips are down for Intel unless it launches a reboot
4 years, 4 months ago

The chips are down for Intel unless it launches a reboot

The Telegraph  

In February 2017, less than a month into Donald Trump’s presidency, Brian Krzanich headed to the Oval Office for a triumphant announcement. Intel’s then-chief executive, posing with the new commander in chief and holding a shiny slab of silicon, announced that the microchip giant would spend $7bn on a state of the art factory in Arizona. Fab 42 was meant …

Chipmaker Broadcom is in talks to buy cybersecurity company Symantec: Report
5 years, 8 months ago

Chipmaker Broadcom is in talks to buy cybersecurity company Symantec: Report

Firstpost  

A deal would expand Broadcom’s push into software a year after its $18.9 billion deal to buy US business software company CA Inc Chipmaker Broadcom Inc is in advanced talks to buy cybersecurity firm, Symantec Corp, according to sources familiar with the matter, as Broadcom seeks to diversify beyond semiconductors. A deal would expand Broadcom’s push into software a year …

Broadcom unlikely to slow down its acquisition of Qualcomm despite Trump blocking it for national security reasons
7 years ago

Broadcom unlikely to slow down its acquisition of Qualcomm despite Trump blocking it for national security reasons

Firstpost  

Most analysts assume Broadcom will now walk away from Qualcomm, with some flagging San Jose-based Xilinx Inc and Israel’s Mellanox Technologies. Broadcom Ltd Chief Executive Hock Tan is unlikely to slow his acquisition spree after U.S. President Donald Trump blocked the microchip maker’s $117 billion bid for Qualcomm Inc on national security grounds, analysts said on Tuesday. Most analysts assume …

Broadcom offers $105 billion for Qualcomm in landmark deal
7 years, 4 months ago

Broadcom offers $105 billion for Qualcomm in landmark deal

Live Mint  

San Francisco: Broadcom Ltd offered about $105 billion for Qualcomm Inc., kicking off an ambitious attempt at the largest technology takeover ever in a deal that would rock the electronics industry. The lawsuit may prompt Apple to stop buying Qualcomm chips for use in the iPhone and other products, which would deal a major blow to a unit that drives …

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