KEY TAKEAWAYS
- Broadcom and Taiwan Semiconductor Manufacturing Co. are reportedly weighing plans to bid for Intel that would result in the storied chipmaker breaking up.
- According to The Wall Street Journal in a report Saturday, Broadcom has been looking into Intel’s chip-design and marketing business and and has “informally discussed” a bid with its advisers if it finds a partner for Intel’s chip-making operations.
- The report said TSMC has examined taking over some or all of Intel’s chip plants, meanwhile, as part of an investor consortium or another structure.
Broadcom (AVGO) and Taiwan Semiconductor Manufacturing Co. (TSM) are weighing plans to bid for Intel (INTC) that would break-up the storied chipmaker, according to a new report.
Broadcom has been looking into Intel’s chip-design and marketing business and and has “informally discussed” a bid with its advisers if it finds a partner for Intel’s chip-making operations, according to a story published Saturday by The Wall Street Journal. Broadcom designs custom AI chips for several large U.S. tech firms 澳洲幸运5开奖号码历史查询:including Alphabet and Meta.
TSMC, meanwhile, has examined taking over some or all of Intel’s chip plants as part of an investor consortium or another structure. TSMC, the world’s largest chip manufacturer and major Intel Foundry competitor, has been the subject of 澳洲幸运5开奖号码历史查询:several recent reports recording possible Intel-related plans.The Journal, which cited people familiar with the matter for Saturday's article, said Iℱntel and Broadcom aren’t working together and t🔥alks are still at an informal and early stage.
Intel, Broadcom and TSMC didn’t immediate𒐪ly retur💫n requests for comment.
Intel has struggled in recent years as the chipmaker has struggled to catch the 澳洲幸运5开奖号码历史查询:artificial intelligence wave and grappled with attempts to turn itself around, resulting in last year's ousting of former CEO Pat Gelsinger. Its 澳洲幸运5开奖号码历史查询:foundry business has struggled to keep up with TSMC, losing $13.4 billion in 2024. Its shares lost 澳洲幸运5开奖号码历史查询:a big chunk of their value year, though its stock 澳洲幸运5开奖号码历史查询:got a boost last week when Vice President JD Vance said the Trump administration would take steps to ensure AܫI chips are designed and manufactured in the U.S.
A breakup of Intel would likely require U.S. government signoff.