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US Morning News Call | Musk Launches Grok-3 AI Chatbot, Competing with OpenAI and DeepSeek
Intel Jumps Over 5% In Tuesday Pre-Market As Deal Talks With Broadcom And TSMC Surface
Express News | Intel Rose Over 5% in Overnight Trading, TSMC Might Acquire a 20% Stake in Intel's Foundry Services (Economic Daily News)
Can Taiwan Semiconductor truly save Intel?
Will Taiwan Semiconductor acquire Intel's wafer factories? Recent media reports indicate that Taiwan Semiconductor may establish a joint venture with Intel and operate Intel's wafer factories. Reuters pointed out on February 15 that the Trump administration may not support foreign companies operating Intel's factories in the USA. In response, JPMorgan and Morgan Stanley both issued Research Reports on February 16 stating that the probability of Taiwan Semiconductor acquiring or operating Intel's wafer factories is low. JPMorgan: Is sharing process technology with Intel? Almost impossible. JPMorgan pointed out that, on one hand, Taiwan Semiconductor would need significant concessions and agreements from multiple stakeholders, including the government and shareholders, to pursue this path.
South Korea Plans to Secure 10,000 GPUs for AI Computing Center - Report
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.