Intel Actions climb after the report that TSMC has imposed NVIDIA, investing to run a business of Intel foundry

Intel (Intc) The actions climbed to a higher Wednesday of a report that rival Taiwan semiconductor (Tsm) is in conversations with a group of chips, including nvidia (Nvda) and AMD (AMD), it would lead business production of Intel chips.

According to ReutersConsortium, which would also include Broadcom (Augo), will take over the business of Intel’s foundry, which is responsible for building chips and for Intel performers and third parties. Intel announced a net loss of $ 18.8 billion in 2024; The foundry segment recorded a total loss of $ 11.6 billion in revenue throughout the year.

Intel’s shares increased by approximately 3% in the afternoon trading after the report and increased by 1.6% to date. However, zoom in further, and Intel’s stock price has dropped by 54% over the past 12 months.

The price of Ai’s Chip Nvidia’s shares is 14% to date for concerns that the AI ​​trade has been running and that tariffs and export controls will discharge the sales of the company ahead. However, Nvidia’s shares have increased by 24% over the past year.

Shares of TSMC, Broadcom and Nvidia have grown to the news.

Intel had no comment on the report.

The moves come when the Trump administration is working to guarantee the future of the Intel chip building in the United States. While Intel is the largest chip maker in the country, the United States accounts for only 12% of world chip production, which is 37% in 1990.

These declines entered sharp relief during the Covid-19 pandemic, when the lack of chips influenced everything from consumer electronics to car sales. US authorities have also expressed concern about the potential for geopolitical conflict, including fears that China could attack Taiwan, and the natural disasters that disrupt the US chip shipments, which could dramatically affect major parts of the economy.

The The Trump administration has previously been pushed for TSMC To buy part of Intel’s business in the hope of preparing it in the long run.

Former Intel CEO, Road Gelsinger, has tried to turn the company’s foundry segment to a third -party chip maker to compete with his own business to invent TSMC semiconductors.

But the efforts have been going on so far, and Intel’s board shot down Gelsinger last year. Co-executive directors David Zinsner and Michelle Johnonton Holtaus are currently operating the ship until the board has found the constant replacement of Gelsinger.

Both Intel and TSMC received billions of dollars through the Chips Law to help them pay for new production facilities in the United States. On March 3, TSMC has announced it will invest $ 100 billion To build new plants in Arizona, besides $ 65 billion they have already appointed the region.