Part 2

Yes, this deal is at its early stage, but it is a very real deal and both TSMC and Broadcom have trusted sources acknowledged that they both separately are exploring into the possibilities of a M&A with Intel although it is in the initial stages. This shows that it is not rumours and the deal is in its making.

Furthermore the United States Vice President did stated on the need for US based chip foundries. It does make logical sense that Intel a homegrown US company with US foundries will be positively targeted and protected.

In addition reports from Singapore Business Times cited that the Executive Chairman of Intel is heading discussions on M&A for the boosting of shareholder’s value.

Tech Trader: Intel's Future Still Looks Murky. Don't Chase the Stock. -- Barron's

This article is from the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox.Intel shares have surged over the past week on the Trump administration's promise to support domestic chip manufacturing and reports that semiconductor companies are weighing options to purchase parts of Intel.Second, there isn't an easy way to separate Intel's chip manufacturing operations. In 2024, Intel Foundry generated $17.5 billion in revenue, down 7% versus the prior year, while losing $13.4 billion. Financially, it makes little sense for an external buyer to purchase a financial black hole with massive losses that isn't viable on a stand-alone basis. It also doesn't help sentiment about Intel's foundry road map when Michelle Johnston Holthaus, interim co-CEO of Intel and CEO of Intel Products, repeatedly reiterates sh
Tech Trader: Intel's Future Still Looks Murky. Don't Chase the Stock. -- Barron's

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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