Exclusive: TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say
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SINGAPORE/NEW YORK/TAIPEI, March 12 (Reuters) - TSMC has pitched U.S. chip designers Nvidia, Advanced Micro Devices and Broadcom about taking stakes in a joint venture that would operate Intel's factories, according to four sources familiar with the matter.
Under the proposal, the Taiwanese chipmaking giant would run the operations of Intel's foundry division, which makes chips adapted for the needs of customers, but it would not own more than 50%, the sources said. Qualcomm has also been pitched by TSMC, according to one of the sources and a separate source.
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SINGAPORE/NEW YORK/TAIPEI, March 12 (Reuters) - TSMC has pitched U.S. chip designers Nvidia, Advanced Micro Devices and Broadcom about taking stakes in a joint venture that would operate Intel's factories, according to four sources familiar with the matter.
Under the proposal, the Taiwanese chipmaking giant would run the operations of Intel's foundry division, which makes chips adapted for the needs of customers, but it would not own more than 50%, the sources said. Qualcomm has also been pitched by TSMC, according to one of the sources and a separate source.
So TSMC have its own fab plus at max 50% of Intel fab? Isn't that... monopoly?
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SINGAPORE/NEW YORK/TAIPEI, March 12 (Reuters) - TSMC has pitched U.S. chip designers Nvidia, Advanced Micro Devices and Broadcom about taking stakes in a joint venture that would operate Intel's factories, according to four sources familiar with the matter.
Under the proposal, the Taiwanese chipmaking giant would run the operations of Intel's foundry division, which makes chips adapted for the needs of customers, but it would not own more than 50%, the sources said. Qualcomm has also been pitched by TSMC, according to one of the sources and a separate source.
I can predict the fist step of TSMCs plan for American companies: layoffs.
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So TSMC have its own fab plus at max 50% of Intel fab? Isn't that... monopoly?
Yes some more or less covert form of horizontal integration. Just enough that if tgere's ever a democrat FEC, it will gladly do nothing about it.
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So TSMC have its own fab plus at max 50% of Intel fab? Isn't that... monopoly?
Well, Intel's been talking about killing their fab business, so this seems to me more of an attempt to stave off the "obvious monopoly" scenario where all major fabs are run by TSMC. Sorta like Microsoft propping up Apple in the 90s or Google propping up Mozilla for the last 15 years.
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