Rumors are turning on a possible acquisition of Intel. According to the Wall Street Journal, Broadcom and Taiwan Semiconductor Manicuring Company (TSMC) are found in the early stages of proposing possible agreements, according to the Wall Street Journal. Broadcom could seek an agreement for Intel chips design assets, while TSMC looks at its manufacturing capabilities.
Interim Executive President of Intel supposedly met with buyers, government
Broadcom and TSMC are not officially working together, and any plan that any of the companies has for agreements with Intel is in preliminary stages, said the Wall Street Journal. However, Intel's interim executive president Frank Yeary has allegedly met with potential buyers and officials of the Trump administration.
The participation of TSMC in particular would need to take into account the National Security relations of the United States of Intel. Intel was the largest receiver of the US Chips Law of 2022, which gave up to $ 7.9 billion in subsidies to Factory projects based in the US. UU. The reception of that money makes Intel subject to regulations They say that the company must have a majority part of its factories if they are sold or separated.
Yeary supposedly focuses on obtaining the maximum value for shareholders.
The two corporations could buy and divide Intel; In that case, a division could focus on manufacturing and another on design. Intel factories already work in a somewhat independent way; Since 2022, they have received orders from external clients and inside the house with equal priority. Intel reports the finance of the manufacturing division separately and is prepared to assign a manufacturing subsidiary its own board of directors, said the Wall Street Journal.
Intel's Board of Directors has been looking for a new CEO since Pete Gelsinger resigned from that role in December 2024.
See: The arm can change only license designs to have brand chips manufactured by TSMC.
Intel's financial performance did not please the Board in recent years
Gelsinger left Intel without completing their response plan, that the directors of the Board found that it did not benefit the company.
Intel used to be a giant in the CPU industry, but the rise of AI and the lack of strategy in a way that the benefits of current trends have led him to fight. Intel is unusual among its rivals, since it has not focused solely on manufacturing or designing chips; As such, he has seen his chips manufacturing efforts eclipsed by TSMC.
Intel also had some difficulties with the quality in 2024. Three years ago, Intel's value was twice what it was in September 2024, the Wall Street Journal reported.
It was reduced from First to Second on the Gartner list of the main global semiconductor suppliers due to income growth. However, as he indicated his place in the rankings, Intel is still an important player. Microsoft chose the Intel chips for its current generation surface computer 7 and Surface Pro 11.
