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Open original source ↗TSMC made it clear in today’s earnings call that it has no plans for any joint ventures or technology transfers. That’s exactly why I said earlier that all those market rumors were just “brainstorming” (a word I’m probably the only one who’s ever used to describe market rumors).
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Since President Trump took office, the U.S. government has been actively brainstorming with industry players to save Intel (IFS). One idea is a TSMC-led JV running IFS, recently reported again. The problem is that this idea is still far off and challenging to pull off, so it’s not the main focus of current fundamental analysis. The buzz around these brainstorming talks has cooled off after TSMC announced its $100 billion U.S. investment plan earlier. Still, I believe if geopolitics shift big time or Intel’s 18A falls short, these brainstorming talks could heat up again.
mingchikuo ↗