台积电否认

Core Viewpoint - TSMC has denied any discussions regarding potential investments or partnerships with Intel, despite rumors suggesting otherwise [1] Group 1: TSMC's Position - TSMC refuted a Wall Street Journal report claiming that Intel sought TSMC's involvement in its manufacturing business [1] - The company stated it has never negotiated joint ventures or technology licensing agreements with any firm [1] - TSMC's chairman has consistently downplayed the possibility of collaboration with Intel in previous inquiries [1] Group 2: Market Reaction - Following the Wall Street Journal's report, TSMC's American Depositary Receipts (ADR) fell by 1.44% due to concerns that a partnership with Intel could undermine customer trust and lead to reduced orders [1] - Analysts suggest that an investment from TSMC into Intel could strengthen Intel's technology but also create a stronger competitor for TSMC, raising concerns about potential technology leakage [1] Group 3: Intel's Situation - Intel has struggled to keep pace with TSMC in semiconductor manufacturing technology [2] - The company has received investments from the U.S. government, SoftBank Group, and NVIDIA to support its turnaround efforts [2] - Recently, Intel secured a $2 billion investment from SoftBank and a $5 billion commitment from NVIDIA after the U.S. government acquired a 10% stake in the company [2]