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TSMC: Strategic Expansion Amidst Challenges Supports Buy Rating
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.
Intel Break Up Considered By Broadcom, TSMC. How That Would Play Out
Nvidia Stock Has Been on a Roll. Check Out This Key Chip News Ahead of Earnings. -- Barrons.com
South Korea Plans to Secure 10,000 GPUs for AI Computing Center - Report
Anderson C : might happen earlier