Intel’s future under scrutiny amid TSMC-led JV considerations, Kuo says

Published 12/03/2025, 14:24
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Investing.com -- TF International Securities’ Ming-Chi Kuo recently shared insights on X regarding the future of Intel Corp (NASDAQ:INTC). (IFS). The U.S. government, since the beginning of President Trump’s tenure, has been actively exploring potential strategies to bolster Intel, one of which includes a possible joint venture led by Taiwan Semiconductor Manufacturing Company (TSMC).

Despite the ongoing discussions, this particular idea is still in its nascent stages and presents significant challenges, making it a less prominent focus in current fundamental analysis. The interest in these discussions has somewhat waned following TSMC’s announcement of a substantial $100 billion investment plan in the U.S.

However, Kuo believes that shifts in geopolitics or potential shortcomings in Intel’s 18A could reignite these brainstorming sessions. It’s clear that the future of Intel remains a topic of significant interest and is subject to the evolving landscape of the semiconductor industry, geopolitics, and the company’s own performance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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