(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. is considering taking a controlling stake in Intel Corp.’s factories at the request of Trump administration officials, a person familiar with the matter said, as the president looks to boost American manufacturing and maintain US leadership in critical technologies.
both companis stock price will open lower. tsmc would carry lot of unwanted obligations and the other would be out fo business.
AMD almost went bankrupt and had to sell off all its fab facilities. It was half dead until it introduced the Ryzen cpu in 2017. Intel has to do likewise.
Intel struggled mightily getting its fab from 14nm to 10nm. Whereas, TSMC already in volume production of its 7nm. Granted that TSMC's 7nm is about the same as Intel's 10nm. Spinning off Intel's fab is first step either a separate entity or complete sale. Intel's x86 architecture is too old and it's need to complete redesign from ground up. It keeps cranking the clock speed in order to compete with AMD until the cpu is cooked. Prior to Ryzen, AMD was using single die design. Ryzen copied Intel's Pentium multi dies design. Intel did the right thing by outsourcing its GPU die to TSMC's 5nm. Now, Intel's Arc B580 gpu is good enough to compete with AMD/NVDA. Just get someone from AMD/IBM. Jensen Huang was from AMD and Lisa Su was from IBM.
Trump is aiming to break China Semiconductor manufacturing sector here! As US has the Tech but dont have manufacturing! We will see whether this is bulls eye or not!
One thing most people who aren't computer builders know is that the new Core Ultra CPUs have caught up to AMD Ryzen and even Apple M4 at the single core level. If they get a good CEO who is good at operations they should be able to compete with AMD. The debacle of the 13th & 14th gen Core i5/i7/i9 CPUs is really on previous CEOs who didn't know WTF they were doing. They were too busy boffing the secretary pool to do any actual work.
You seem to have domain knowledge for the chips space. What would be some good references to get up to speed quickly as well as a deeper dive into the ecosystem? I've been reading "Chip War" by Chris Miller. While the historical context is interesting, I'm wondering if there is anything that is more contemporary.