Intel, a U.S.-based company suffering from financial difficulties, has teamed up with Taiwan’s TSMC to create a new wave in the semiconductor industry.
🟦 Intel to accept investment from TSMC? : U.S.-Taiwan cooperation moves in full swing
It was reported that TSMC (Taiwan Semiconductor Manufacturing Co., Ltd.), the world’s largest contract semiconductor manufacturing company, has tentatively agreed to invest in the factory operation of Intel, a long-established American semiconductor manufacturer. In the newly established production joint venture in the United States, TSMC is in the process of acquiring a 20% stake.
This move is to compensate for the lack of manufacturing capacity and management restructuring that Intel is currently facing, and TSMC aims to further strengthen its presence in the US market. It will complement the mass production system of advanced semiconductors, which is difficult for Intel to proceed with alone, with TSMC’s technological capabilities.
🟦 Why Intel is joining hands with TSMC now: the intersection of restructuring and national strategy
In the background, Intel’s serious financial slump is in place. Intel has missed the growing demand for advanced semiconductors due to the AI boom, recording a net loss of about $18.8 billion in 2024. The stock price also fell by 60% during the year, and it is losing its former technological advantage. The intentions of the Trump administration have also strongly influenced the alliance at this time. It is reported that the administration has set out to ‘strengthen semiconductor production in the United States’ and has requested Intel support from the Taiwanese company TSMC.
TSMC has already announced an additional $100 billion investment in the United States and is expanding its influence in the country. This collaboration is not just a company-to-business cooperation, but a national project against the backdrop of geopolitics and economic security.
🟦 Summary
The agreement is a step in Intel’s revitalization and an opportunity for TSMC to strategically expand the U.S. market.
This move could further strengthen the U.S.-Taiwan cooperation in the global semiconductor supply network. In addition, it may develop into a new framework of collaboration that includes other companies (NVIDIA, AMD, etc.).
