收米仙人 : I don't think this is the reason for the increase. I think the main reason for Intel's rise is that Trump supports the return of manufacturing to levy foreign tariffs, which is beneficial to Intel, Micron, and Global Foundation. Trump has never expressed support for merger, and outsiders think there is little hope for merger.

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

收米仙人 财神老爷 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 财神老爷 OP : You can refer to the Japan-US semiconductor agreement. At the time, Japanese technology was also more advanced than America's. The only difference is that now big technology in the US relies too much on TSMC and there are no alternatives; there is no way to directly sanction them; it is necessary to wait until the US has sufficient production capacity to gradually exert pressure. This is why the US has a chip act to support local semiconductor production, including the introduction of Samsung and TSMC. To put it bluntly, semiconductor manufacturing is too important, and TSMC is not an American company.