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I have some serious doubts about these rumours. TSMC wants to buy Intel's fab why, exactly? Even assuming it isn't shut down for antitrust reasons, what are the
by mtlmtlmtlmtl 2y ago
I have some serious doubts about these rumours. TSMC wants to buy Intel's fab why, exactly? Even assuming it isn't shut down for antitrust reasons, what are they gaining? A fab that is struggling to compete with the ones they already have? Lithography equipment they can just buy from ASML or whomever?
Not to mention the fact that the rumours themselves caused a rally in INTC price that makes acquisition far less attractive.
- _t9ow 2y ago> TSMC wants to buy Intel's fab why, exactly? Probably due to US coercion: https://techsoda.substack.com/p/tsmc-faces-tough-choices-amid-rumors https://techsoda.substack.com/p/tsmc-faces-tough-choices-ami... The US wants Taiwan to transfer even more technology to the US (thus actively undermining Taiwan's Silicon Shield defence strategy) and also revitalise Intel's operations under pain of 100% tariffs, which Trump has repeatedly threatened.