this post was submitted on 12 Mar 2025
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Exclusive: TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say (www.reuters.com)
submitted 16 hours ago* (last edited 16 hours ago) by cm0002@lemmy.world to c/technology@lemmy.world
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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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[–] umami_wasbi@lemmy.ml 7 points 11 hours ago (2 children)

So TSMC have its own fab plus at max 50% of Intel fab? Isn't that... monopoly?

[–] interdimensionalmeme@lemmy.ml 2 points 7 hours ago

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.

[–] entropicdrift@lemmy.sdf.org 2 points 3 hours ago* (last edited 3 hours ago)

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.

[–] yesman@lemmy.world 7 points 9 hours ago

I can predict the fist step of TSMCs plan for American companies: layoffs.