收米仙人 : I don't think it's because of this rise. I believe the main reason for Intel's rise is Trump's support for manufacturing reshoring and imposing foreign tariffs, hence bullish for Intel, Micron, and Global Foundries, and bearish for Taiwan Semiconductor. Trump has never expressed support for a merger, and the outside world believes the hope for a merger is almost non-existent.

收米仙人 : Prove that the cash flow is fine.

收米仙人 amd支持者 OP : Selling the factory is for financing, not for spin off. The usa government needs high-end semiconductor manufacturing to return to the United States. Unless a replacement can be found, otherwise Intel will not have any issues.

收米仙人 amd支持者 OP : Referencing the Japan-USA semiconductor agreement, at that time Japanese technology was also more advanced than that of the USA. The only difference now is that the USA is overly reliant on Taiwan Semiconductor and has no alternative, making direct sanctions impossible. Pressure can only be gradually applied once the USA has sufficient domestic production capacity. This is also why the USA has the Chip Act to support local semiconductor production, including bringing in Samsung and Taiwan Semiconductor. In simple terms, semiconductor manufacturing is crucial, and Taiwan Semiconductor is not an American company.