Intel (Intruder) Actions have marked around a weekly gain of 23% on Friday, its most important weekly movement since 2000, in a rally fed by the bruised comments of the US vice-president JD Vance on the national production of Puces d’Ia earlier this week and speculation on investors on a joint venture with TSMC (TSM).
The Intel week rally started after Vice-president JD Vance spoke of the manufacture of domestic fleas During an address at the AI top in Paris on Tuesday. Vance said that the Trump administration “would make sure” that AI in the United States is built “with American-designed and manufactured fleas”. Intel shares jumped 6% following comments.
Intel of the flea driver in difficultyOnce the main semiconductor business in the world is the only American company that would be able to manufacture large-scale AI fleas, if its latest manufacturing developments succeed. Samsung rivals (005930.K) and TSMC have Expanded operations in the United States with the support of the American flea law lawBut most of their manufacturing capacities are found in their country of origin.
Directing American technological companies such as Apple (Aapl) and nvidia (Nvda) rely on the TSMC of Taiwan (TSM), not Intel, to make their most advanced chips, and Taiwan represents the second part of the second share of total semiconductor imports in the United States. The risk of a Chinese Taiwan invasion, taking into account the increase in American-Chinese tensions, has prompted the US government to focus on expanding its manufacturing imprint of domestic fleas.
Intel’s stock was also helped this week by information that the Trump administration makes movements that could help Intel recovery effort by collecting the help of its TSMC rival.
A Baird analyst wrote in a note Wednesday to investors that there are rumors in the United States funding a joint venture between TSMC and Intel, in which TSMC “would send engineers” to Intel “, applying the know-how of The company to ensure this FAB and the subsequent manufacturing projects of Intel become viable.
The Digitimes Asia Technological Information website, citing anonymous sources, said on Thursday that joint venture was one of the three proposals The US government had floated in the TSMC during confidential discussions. Another proposal would imply that TSMC allows Intel to manage its packaging orders for American customers, said the point of sale, citing industry sources.
Wall Street analysts were skeptical about such a business.
“(W) e I do not know why TSMC would like to dismiss their process technology and their IP (at least voluntarily) to a cutting -edge potential competitor, unless the terms are very favorable,” wrote Bernstein analyst , Stacy Rasgon. He added that the need for such a joint venture, or TSMC to help Intel, raises concerns about whether Intel is on the right track to produce ia chips.
