The Wall Street Journal has pointed out that the acquisition of Intel by Broadcom It is still on the board, but the second would be looking for a socio to Buy and divide in two to the first. A plausible partner for such operation could be Taiwan Semi Sp ADRaccording to Reuters and Yahoo Finance.
TSMC, the largest chips manufacturer by the world’s contract, has studied the control of some or all Intel chips plants, potentially as part of an investor consortium or other structure, according to the Saturday report.
«Broadcom and TSMC are not working together, and all conversations so far are preliminary and largely informal,» added The Wall Street Journal.
«He Interim Executive President of Intel, Frank Yearyhas been leading discussions with possible suitors and officials of the Trump administration, who are concerned about the destiny of a company considered critical for national security, ”according to the report.
«Yeary has been telling people close to him who is more focused on maximizing the value for Intel’s shareholders,» the report added.
And White House official He told Reuters on Friday that the administration of President Donald Trump I might not support that Intel American chip factories are operated by a foreign entity after Bloomberg inform that TSMC I was considering control in Intel factories at Trump’s request.
The White House official said the Trump administration supported that foreign companies invested and built in the US., But that it was «unlikely» to support a foreign firm that operated the Intel factories.
Bloomberg reported that Trump’s team raised the idea of a Agreement between the two companies In recent meetings with TSMC officials who were receptive, citing a person familiar with the matter.
Intel was one of the greatest beneficiaries of the American impulse to the manufacture of critical chips on land led by the administration of former president Joe Biden.
He United States Department of Commerce said in November that he was finalizing a Government subsidy of 7,860 million dollars to Intel.
The company is one of the few chips manufacturers that design and manufacture semiconductors.
TSMC It has a market assessment approximately eight times greater than Intel. The customers From the Taiwanese company they include artificial intelligence chips leader Nvidia y AMDwhich is Intel’s fierce rival in PC and servers markets.
He Former Executive Director of Intel, Pat Gelsingerwhich was dismissed last year, established very high expectations for intel manufacturing and artificial intelligence capabilities among the main clients, but did not comply with them, which led the chip manufacturer to lose or cancel contracts, Reuters reported previously.
Las Intel shares lost about 60% of their value last year because its intensive bet in capital to boost manufacturing (a strategy defended by Gelsinger) tightened the company’s cash flow and finally led it to cut around 15% of its workforce.
Broadcom It closed last week at $ 232.99. 70 and 200 periods are maintained below the price, down the 54 points and the MACD lines above the zero level.
The medium and long term resistance is found in the 251.88 dollars. Meanwhile, IE indicators are mixed.
Taiwan Semi Sp ADR He closed on Friday up at $ 203.90. The mobile average of 70 periods is below the last two candles, upward RSI in the 47 points and the fast (blue) line of the MacD barely crosses below the zero level.
The medium and long term resistance is found in the 226.40 dollars. Meanwhile, IE indicators are mixed.
IntelIt closed last Friday in red at $ 23.60. 70 and 200 periods surround the last three candle, RSI down in the 68 points and MACD lines cross above the zero level.
Medium -term resistance is found at 25.61 dollars. Meanwhile, IE indicators are mixed.