TSMC is set to acquire a 20% stake in a joint venture with Intel to address the U.S. chipmaker's ongoing struggles, including its $18.8 billion net loss in 2024, as part of a broader effort to revive Intel's fortunes amid pressure from U.S. government officials.
The JV was encouraged by members of the Trump administration and is part of the broader 'America First' effort to revive the U.S. chipmaking sector after decades of decay.
ASML to quintuple Japan-based maintenance staff for machines, as Japan boosts its semiconductor technology position through investments and expansions.
Samsung Electronics turns to Chinese tech groups to boost semiconductor division after struggling to secure US customers. Exports to China rise 54% amid US sanctions.
Analysts at Wedbush said that for Nvidia and other chipmakers with exposure to China and Taiwan supply chains, the worry will be around pricing and margin impacts amid the high tariffs.
According to a report by the Financial Times, some industry insiders speculate that the U.S. government may eventually pressure TSMC to support struggling domestic manufacturers like Intel.
The artificial intelligence (AI) market could nearly quadruple to $1 trillion by 2031, requiring many more AI chips. These three stocks are no-brainer buys after their recent 26% to 38% declines.
Intel's shares have fallen nearly 50% over the past year, but the company has taken a significant step forward by announcing that its 18A process node has entered risk production, a crucial phase in its effort to regain semiconductor leadership.
