The beginning of a gathering or fake?

Semiconductor giant shares Nasdak: Intc More than 30 % jumped last week from February 18. This is primarily due to rumors that Intel can sell large parts of its business to two semiconductor currencies. According to President Trump’s seed, the seed of this idea was stated. Therefore, does the height in intel share a sign that things can revolve for this arrow, or are they driven by optimism without staying in power?

Below, I will detail the rumors of the transformation that included the manufacture of semiconductor Taiwan Nyse: tsmBroadcom Nasdaq: AVGOAnd Intel. I will also shed light on the comments made by Vice President JD Vance, who started the march.

JD Vance head comments

The Great Assembly began in Intel after the comments made by Vance at the AI ​​Action Summit in Paris. He made several statements that support a reverse approach to artificial intelligence. However, the particular important comment of Intel surrounds the manufacture of chips.

Fans told“The Trump administration will guarantee that the most powerful artificial intelligence systems are built in the United States with designer chips and their American manufacture.” This has great positive effects on Intel. Otcmkts: ssnlf They build advanced manufacturing facilities in the United States; However, they remain foreign companies.

In general, if Trump wants a US -based company to manufacture advanced knots, then Intel is really the only game in the city. However, Intel capabilities in this regard are currently limited.

TSMC and Broadcom involved

The stocks continued to rise in the days after that. The Wall Street Journal reported Both semiconductor manufactures in Taiwan and Proticum are studying the purchase of different parts of Intel works. Broadcom “is” a close examination of Intel’s Intel design and marketing. ” .

For Intel, the deal of this type will be a blessing for the company. Analysts have long argued that the division of Mabeka’s money loss will add value to the rest of its business. This comes from the idea that “the sum of the parts” is more valuable than the business combined. However, there are many problems in the actual feasibility of such a deal that occurs.

Intel Al -Tasaba Talks: mired in political obstacles and uncertainty

First, it is somewhat unclear what the Trump administration wants from this deal. Looking at such a deal by TSMC came at the request of the administration. However, a White House official also said. “The president is unlikely to support foreign entity factories working on Intel factories. “ It is difficult to see how TSMC can make Intel competitive in artificial intelligence without this. However, a kind of “investor -invested” as TSMC is largely investing in Intel but it does not work may be an answer.

In addition, the deal almost requires approval from both the governments of the United States of China and the United States. Looking at the tense relationship between the two countries, especially on semiconductors, this looks like a long arrangement.

From TSMC’s point of view, the deal means helping to provide a disappointed competitor. They appreciate Saleh’s acquisition with the United States, but is it worth risking with their primary monopoly in the advanced chips industry? TSMC has clients in the United States more than China. However, the company wants to maintain good relationships with both countries.

For Broadcom, Note an analyst The Intel production line may be complementary and will make the company a pioneer in the central processing units. It also has a strong history in integrating other companies, as it is clear from its successful purchase of VMWARE programs. However, it is possible to obtain Intel products the largest treatment in the company’s history. This would be difficult for the $ 69 billion company of debt and only $ 9 billion in cash in its public budget.

In general, this is still a very uncertain situation in my opinion. It is clear that the Trump administration wants to support Intel, but it seems that this deal together looks unlikely. However, the conversations are early and may lead to something more logical over time. Just as Intel shares rose on these rumors, they could fall if the rumors that the deal will not occur. At this stage, I do not tend to not excite the possibility of the last Intel increase to more than just.

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