Exclusive: TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say
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TSMC has proposed a joint venture involving Intel's factories to major U.S. chip designers Nvidia, AMD, and Broadcom. This move could reshape the semiconductor manufacturing landscape.
March 12, 2025 | 4:00 am
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POSITIVE IMPACT
AMD is in talks to join a TSMC-led joint venture with Intel's factories. This could expand AMD's manufacturing options and competitive edge.
AMD's potential participation in the joint venture could enhance its manufacturing capabilities and competitive position, likely benefiting its stock.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 80
POSITIVE IMPACT
Broadcom is considering a stake in a TSMC-led joint venture with Intel's factories. This could bolster Broadcom's manufacturing capabilities.
Broadcom's potential involvement in the joint venture could enhance its manufacturing capabilities, likely having a positive impact on its stock.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 80
POSITIVE IMPACT
Intel's factories are at the center of a proposed joint venture by TSMC, involving Nvidia, AMD, and Broadcom. This could lead to strategic shifts in Intel's manufacturing operations.
The proposal by TSMC to involve Intel's factories in a joint venture with major chip designers suggests potential strategic changes for Intel. This could enhance Intel's manufacturing capabilities and partnerships, positively impacting its stock.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
Nvidia is considering a stake in a TSMC-led joint venture involving Intel's factories. This could enhance Nvidia's manufacturing capabilities and influence in the semiconductor industry.
Nvidia's potential involvement in the joint venture could strengthen its manufacturing capabilities and market position, likely having a positive impact on its stock.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 80