Splitting Intel? Taiwan Semiconductor is said to have made initial contact with Broadcom.
① Intel's stock price surged 22.53% last week, as the Vice President of the USA promised support for domestic production of high-end chips, and there are rumors that Taiwan Semiconductor may partner with Intel; ② The latest news states that Taiwan Semiconductor and Broadcom are considering splitting Intel in two for acquisition, with Broadcom focusing on chip design and marketing business, while Taiwan Semiconductor may take over the chip foundry business; ③ Currently, the negotiations are still in the preliminary stage, and the two companies have not reached a consensus.
Intel Could Be Split In Two As Broadcom And TSMC Explore Deals, Trump White House Resists Foreign Ownership: Report
Did Taiwan Semiconductor and Broadcom "split" from Intel?
According to reports, Taiwan Semiconductor has been studying the control of some or all of Intel's chip factories, potentially as part of an investor consortium or other structure; Broadcom has been closely monitoring Intel's chip design and marketing business for a long time, and may propose an acquisition offer after finding a manufacturing business partner. Due to rumors of a potential acquisition by Intel, the company's stock price has surged 23% this week.
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Goldman Sachs stated that Wednesday's CPI data once again reminds the market that the view that "high interest rates will last longer" is not unfounded. If the performance of Large Cap stocks in the US market is poor, and high interest rates continue to weigh down Small Cap stocks, it will be difficult for the market to sustain an uptrend. The enthusiasm in the AI field continues, but trends are diverging, and funds may be shifting towards the next phase—AI applications.