The most recent report from The Wall Street Journal claims Intel held "informal" talks to sell its foundry business to TSMC and its chip design business to Broadcom. Both rumored

TSMC is on a tear, raking in a staggering 39 per cent revenue growth in the first two months of 2025, largely thanks to the unrelenting demand for Nvidia’s AI chips.  With combined revenue hitting $16.

Intel rivals Taiwan Semiconductor Manufacturing Co and Broadcom are reportedly exploring potential deals that could split the storied American chip giant.

Taiwan Semiconductor Manufacturing Co. (TSMC) showed a very strong 39% revenue growth for the first two months of 2025, reinforcing demand for Nvidia Corp. AI chips.

The report also claims that AMD is "evaluating whether Intel's 18A manufacturing process is suitable for its needs" though it's not clear if AMD has sent any designs through for testing. If it does and then goes on to use Intel Foundry to make some of its products, then this will surely be a first for the CPU industry.

TSMC's announcement comes as chip-maker Intel, which has struggled for years with declining sales and lost market share, has been seeking customers for its own factories in the US.

Trump is against using tax credits to encourage chip production in the U.S., but semiconductor makers don't seem to mind.

The investment plan, announced at the White House, was made as the Trump administration pushes to bring chip making back to the United States.

Critics say that TSMC's move to invest more in the U.S. will lead to the reduction of Taiwan's strategic importance on the global stage.

As manufacturer of most of the AI chips globally, TSMC’s sales are barometer for sector. Read more at straitstimes.com.

Chip designers Nvidia and Broadcom are running manufacturing tests with Intel , two sources familiar with the matter told Reuters, demonstrating early confidence in the struggling company's advanced production techniques.

Intel could sell its foundry and chip design segments to TSMC and Broadcom. TSMC would extend its lead as the world’s largest contract chipmaker. Broadcom would further expand its diversified ...