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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Bonefish who wrote (1528773)	3/12/2025 3:22:20 PM
From: Tenchusatsu	Respond to of 1578983

Bonefish, Meanwhile, I hear tsmc is looking to 50% partner with AMD and Nvidia build foundries. Is that correct I don't know what you're talking about, but doing a quick Google search produced the following link: Exclusive: TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say (Reuters) SINGAPORE/NEW YORK/TAIPEI, March 12 (Reuters) - TSMC has pitched U.S. chip designers Nvidia (NVDA.O), Advanced Micro Devices (AMD.O), and Broadcom (AVGO.O), about taking stakes in a joint venture that would operate Intel's (INTC.O) factories, according to four sources familiar with the matter. First of all, I didn't know Intel Foundry was already being spun off from the rest of Intel. I knew there was plenty of discussion about it, and the Intel BOD seemed to be favoring the move, but there was nothing more than just rumors and speculation. Second, this news report is just talking about a pitch. No real plans as of yet. And third, I have no idea how the Trumptatorship will view this from an anti-trust perspective. Given the xenophobia behind China buying up real estate, I wonder how that xenophobia will play out when Trump's pea-sized brain figures out that TSMC will own pretty much ALL the semiconductor manufacturing in America. Tenchusatsu

To: Bonefish who wrote (1528773)	3/12/2025 6:12:09 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1578983

Intel found its new CEO: Intel appoints Lip-Bu Tan as CEO to orchestrate turnaround at struggling chipmaker, stock jumps 12% (CNBC) Tan is the former CEO of Cadence Design Systems, so he has plenty of experience in digital design. However, this guy also serves on the boards of various companies, so I get the sense that he is more of a suit than an engineer. That, plus his focus on digital design over manufacturing, is a sign to me that Intel is about to spin off the fabs, especially Intel Foundry. Tenchusatsu