This is the ‘shipping story that will not only die, so the latest turning point is in almost Fan Fanfic Pair of Intel and TSMC. The two companies, allegedly, have signed a “preliminary” contract for a joint venture to run the latter’s chip manufacturing factories, otherwise it is known as FBS.
Earlier, we are here, with the initial rumor of this effect, then there are stories that TSMC had developed N Videia, AMD and Broadcom to join the joint venture party. This latest story appeared on information (Paywall, Via Reuters) And, for now, it is not clear whether they are other companies.
However, this time, with the TSMC, it has allegedly moved towards this “initial deal” with the TSMC as part of the deal. Reuters says both Intel and TSMC have refused to comment on the story.
“Intel and other US chip companies” are referred to, which is the new company, which is currently the Intel Foundry, but all of this is confusing. Now, therefore, this is a rumor, if any permanent.
So, what to make? O.L, if true, it does not probably pledge both sides to look at the contract. Secondly, well, there are very little details to draw a lot of conclusions.
We do not know, for example, to what extent the TSMC will raise its sleeves and enter itself in the Fibus race of Intel. When it comes to operating chip factories, TSMC has a clear track record clearly. But it can hardly turn and say, “Press it, adapt, configured!”
Chip manufacturing is excellent complex and will probably take TSMC years in the Chinage Intel’s course. For example, details of Intel’s new 18A process are basically a contract. This is a bit like NVIDIA AMD’s Redon graphics division. The new RX 9070 is a contract and in the future Radon will be several years before seeing the influence of NVIDIA in the GPU.
By applying a blasphemous hat for a moment, it can be expected from both sides in terms of buying time in this severe uncertainty period of geopolitics.
In this scenario, the TSMC wants to see that it is pushing its best foot in the United States in an attempt to avoid revenue. Therefore, it seems very cooperative to help Intel’s fibers.
In the meantime, Intel would like to look active for investors who are very upset with his fibrous performance. Therefore, an “initial” agreement with the world’s leading chip manufacturer that does not fully commit anything to any party can operate for a period of time, while Intel knows whether the new 18A can run properly.
If the prices should stay in its place and the Intel’s 18A node should be a dood, then maybe see the whole thing. But if the revenue is eliminated and / or a new US administration is without tariff fetish, and if Intel 18A is a bench, they may both quietly forget the whole thing.
This is worth considering Intel’s Foundry Focus Direct Connect The incident is taking place on April 29 this year, and there is an opportunity where any partnership and Intel Foundry changes can be announced in any way.
