A new report out of Taiwan has revealed that the current US administration is tying the reduction on trade of trade tariffs on Taiwan to significant TSMC investment in the US. This investment includes a 49% stake in Intel.
Lol they want $400 billion in investment in the US too. However, aside from that, I sort of wonder how buying Intel would work out for TSMC. They’d basically be buying a research wing + existing US foundries. The most important thing for them would probably be ensuring that the foundries and so on in Taiwan are the most advanced to avoid the US ditching them if the PRC decides to invade.
Now that you point it out, this seems like a bad move purely on self-interest grounds, because as you said TSMC absolutely doesn’t want state of the art manufacturing in the US.
Lol they want $400 billion in investment in the US too. However, aside from that, I sort of wonder how buying Intel would work out for TSMC. They’d basically be buying a research wing + existing US foundries. The most important thing for them would probably be ensuring that the foundries and so on in Taiwan are the most advanced to avoid the US ditching them if the PRC decides to invade.
Now that you point it out, this seems like a bad move purely on self-interest grounds, because as you said TSMC absolutely doesn’t want state of the art manufacturing in the US.