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Intel's struggles: TSMC's dominance, Trump's strategy, and the outlook of 'Made in America'
The founder of TSMC, Morris Chang, and former Intel CEO Craig Barrett, both seasoned veterans in the semiconductor industry, have weighed in on Intel's foundry business. Chang, in his straightforward style,
Did Taiwan Semiconductor Just Say "Checkmate" to Intel?
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Intel embraces the multi-foundry approach, currently outsourcing 30% of its wafer production to TSMC
Intel's semiconductor manufacturing strategy has undergone drastic changes over the past few years, reflecting both historical trends in the industry and the company's shifting priorities. Once
Intel's divisions in spotlight as TSMC, Broadcom circle
Intel rivals Taiwan Semiconductor Manufacturing Co and Broadcom are reportedly exploring potential deals that could split the storied American chip giant.
TSMC Faces Pressure to Keep Some Chip Tech in Taiwan. What That Means for Intel.
Taiwan Semiconductor Manufacturing has pledged $100 billion in U.S. investment but it's not necessarily bad news for Intel.
What Intel's Breakup Would Mean for TSMC and Broadcom
Founded in 1993, The Motley Fool is a financial services company dedicated to making the world smarter, happier, and richer. The Motley Fool reaches millions of people every month through our premium investing solutions, free guidance and market analysis on Fool.com, top-rated podcasts, and non-profit The Motley Fool Foundation.
TSMC, the Chip Giant, Is to Spend $100 Billion in U.S. Over the Next 4 Years
The investment plan, announced at the White House, was made as the Trump administration pushes to bring chip making back to the United States.
Intel (NASDAQ:INTC) Keeping its TSMC Partnership in Place
While chip stock Intel (INTC) has been almost frantically trying to build its foundry operations, it still outsources quite a bit of its chip
TSMC and Trump announce massive $100 billion investment in the US including 3 new fabs but it's reasonable to ponder whether it will actually happen
It's not entirely clear if the new investment is entirely distinct from the $65 billion TSMC has already said it plans to invest in the US. But at minimum, it's a significant scaling up of that commitment.
Intel, TSMC, Broadcom Stocks Rise. Trump’s Call to End Chips Act Isn’t Fazing Them.
Trump is against using tax credits to encourage chip production in the U.S., but semiconductor makers don't seem to mind.
What TSMC's $165 billion investment in the US may mean for the chip industry
TSMC's announcement comes as chip-maker Intel, which has struggled for years with declining sales and lost market share, has been seeking customers for its own factories in the US.
TSMC's $100B U.S. Investment Leaves Intel On The Sidelines
TSMC's $100B U.S. expansion boosts semiconductor supply security, fuels AI growth, and offers 27.78% upside by 2026. Click here to read why TSM stock is a Buy.