Intel rivals Taiwan Semiconductor Manufacturing Co and Broadcom are reportedly exploring potential deals that could split the storied American chip giant.
Trump is against using tax credits to encourage chip production in the U.S., but semiconductor makers don't seem to mind.
Broadcom remains resilient despite market challenges, driven by strong AI prospects. Learn why AVGO stock is a buy amid recent market dislocation.
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.
Company plans to increase U.S. investment in advanced semiconductor manufacturing by $100 billion with three new fabs, two advanced packaging facilities and an R&D center added to U.S. plans
The investment will go into building three new fabrication plants in Phoenix, Arizona, as well as two packaging facilities and a research center.
All presidents of these United States have the bully pulpit from which to lecture the American people and, for the past century, the rest of the world
As manufacturer of most of the AI chips globally, TSMC’s sales are barometer for sector. Read more at straitstimes.com.
The report also claims that AMD is "evaluating whether Intel's 18A manufacturing process is suitable for its needs" though it's not clear if AMD has sent any designs through for testing. If it does and then goes on to use Intel Foundry to make some of its products, then this will surely be a first for the CPU industry.
President Donald Trump will meet with Taiwan Semiconductor Manufacturing Co. (TSM) CEO C. C. Wei and reports claim a new manufacturing
TSMC maintains a dominant position in the high end of the semiconductor sector that looks rock solid. Click here to find out why TSM stock is a Strong Buy.
TSMC's revenue surges 39% in 2025, driven by AI chip demand, amid uncertainties over US tariffs and investments.
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