Intel Corp (INTC.O)_ Stock Up 24% On Reports of TSMC Tie Up. A Few Reasons Why It Likely Won’t Work. Intel Should Give Up Merchant Foundry.
Counterpoint Research·2025-02-16 15:28
V i e w p o i n t | 13 Feb 2025 16:02:30 ET │ 14 pages Intel Corp (INTC.O) Stock Up 24% On Reports of TSMC Tie Up. A Few Reasons Why It Likely Won't Work. Intel Should Give Up Merchant Foundry. CITI'S TAKE Recently several news outlets (WSJ, Feb 12) have reported that a report issued by a competitor sparked speculation that Intel is in talks with TSMC to form some sort of JV where TSMC "helps out" Intel's merchant foundry business with supplying engineers and other technical know-how to enable Intel's found ...