Intel (Intruder) The stock increased on Wednesday on a report that Rival Taiwan semiconductor (TSM) is in talks with a group of flea manufacturers, including Nvidia (Nvda) and AMD (Dmla), this would perform the manufacturing activity of Intel fleas.
According to ReutersThe consortium, which would also include Broadcom (Avo), would take control of the Intel foundry activity, which is responsible for the construction of fleas for Intel entrepreneurs and third -party contractors. Intel declared a net loss of $ 18.8 billion in 2024; The foundry segment experienced a total loss of operating profits of $ 11.6 billion over the year.
Intel shares increased by around 3% in afternoon exchanges after the report and increased by 1.6% over a year. Zoom in further on, however, and the Intel equity rate is down 54% in the last 12 months.
From 14:56:41 PM Edt. Market open.
Intruder TSM Nvda
The equity price of the IA chip nvidia giant is down 14% for the concerns that the AI trade has followed its course and that the prices and export controls will trigger the sales of the company in the future. However, NVIDIA shares have increased 24% in the past year.
TSMC, Broadcom and Nvidia actions increased on news.
Intel made no comments on the report.
The movements are involved as the Trump administration is working to guarantee the future of the Intel fleas strengthening company in the United States. While Intel is the largest flea manufacturer in the country, the United States represents only 12% of world flea production, compared to 37% in 1990.
These decreases entered in relief during the COVVI-19 pandemic, when the shortages of fleas affected everything, from consumer electronics to car sales. US officials have also raised concerns about the potential for geopolitical conflict, including fears that China can invade Taiwan and natural disasters disrupting flea expeditions to the United States, which could have a considerable impact on large stretches of the economy.
THE The Trump administration has already put pressure for TSMC Buy part of Intel’s business in the hope of supporting it in the long term.
The former CEO of Intel, Pat Gelsinger, tried to run the company’s foundry segment in a third-party flea manufacturer to compete with the own TSMC semiconductor manufacturing company.
But the effort has been slow so far, and the board of directors of Intel has ousted Gelsinger last year. The CO-PDG David Zinsner and Michelle Johnston Holthaus currently run the ship until the board of directors finds the permanent replacement of Gelsinger.
Intel and TSMC have received billions of dollars via the flea law to help them pay new manufacturing facilities in the United States. March 3, TSMC said that it would invest $ 100 billion To build new factories in Arizona in addition to the $ 65 billion which he has already reserved for the region.
