Potential Partnership Dynamics
and are in preliminary discussions about a partnership that could involve TSMC sending engineers to Intel's advanced chip factories, potentially reshaping the semiconductor manufacturing landscape.
The partnership might extend to a joint venture, possibly funded by the US CHIPS Act, aiming to leverage TSMC's expertise in Intel's manufacturing processes.
US Government's Role and Strategic Moves
The US government is pushing for a "Made In USA" ethos, exploring options like establishing a TSMC packaging facility in the or a joint venture with Intel Foundry to reduce reliance on foreign semiconductor manufacturing.
Amidst these discussions, Intel's rivals, including and TSMC, are considering breaking Intel into two parts, focusing on its chip design and marketing business separately from its manufacturing sector.