The share price of US chip manufacturer Intel is within the past 5 days up to 25 percent up Skip. The reason for this could be the trade policy of the new US government under President Donald Trump. Because computer chips are increasing in the future “Made in America“The United States exerts pressure on Taiwan. There is the world’s largest chip manufacturer with TSMC. In order to avoid tariffs when importing into the USA, TSMC could be forced to expand its production in the countries. Intel comes into play here.
Production on behalf of TSMC
Intel has its own division named Intel Foundry, which is on the Order production specialized by chips for other manufacturers. As Heise.de reports, the division made a loss of $ 13.4 billion in 2024. Orders from TSMC could help her. This would save TSMC the costly building of their own works in the United States. The production facilities, which are designed for the highest precision, cost around $ 20 billion per piece.
Possible joint venture with competitor
According to a report by Bloomberg, TSMC could go further, and one Majority stake acquire at the production facilities of Intel. The Taiwanese group signaled fundamental openness to the idea. Also a Joint-Venture There are supposedly under discussion between Intel and TSMC.
Head-to-head race in the latest chip construction
TSMC could save itself through increased activities in the USA, while Intel of orders or even one Exchange of know-how could benefit. Technical expertise from Taiwan Intel may also give valuable knowledge to refine his manufacturing process 18A, on which the US company is currently working. As Golem.de reports, the production of Chips in 2-nanometer construction (a further miniaturization of transistors on chips) a head-to-head race between TSMC and Intel.