"Intel Split Sale Rumors... TSMC for Manufacturing, Broadcom for Design"

Intel, the symbol of American semiconductors, may be split into manufacturing and design divisions and sold off, according to a report on the 15th (local time).



According to the Wall Street Journal (WSJ), Broadcom has been reviewing Intel's semiconductor design and marketing business status.



Intel's 'Xeon 6 P-Core (6900P)' product image. [Photo = Intel]



Citing a source, WSJ reported that "there have been informal discussions about bidding," and "there is a high possibility that they will bid only if they find a partner for Intel's manufacturing business."



Broadcom was a representative communications semiconductor company in the United States, but over the past 10 years, it has secured technology related to artificial intelligence (AI) servers through mergers and acquisitions (M&A).



It was acquired by Singapore's Avago Technologies in 2015, and Avago changed its name to Broadcom at the time. It is classified as a Singaporean company with roots in the United States.



WSJ reported that in addition to Broadcom, Taiwan's TSMC is also being mentioned as a candidate to acquire Intel.



It is said that TSMC is considering operating some or all of Intel's semiconductor manufacturing facilities. Intel also has semiconductor factories in Israel, Ireland, and Germany in addition to the United States.



The New York Times (NYT) also reported on the possibility of TSMC acquiring Intel's factories on the 14th (local time).



Citing four sources familiar with the matter, the NYT reported that "Intel's interim chairman Frank Eary has been discussing a deal to separate Intel's ailing manufacturing business with administration officials and TSMC executives."



However, the WSJ stated that "Broadcom and TSMC are not at the stage of cooperating in the Intel acquisition, and all discussions are in the early stages." It added that "White House officials are unlikely to support a foreign company (TSMC) operating Intel's factories independently."



The acquisition discussions between Broadcom and TSMC stemmed from Intel's crisis. Intel is being evaluated as having fallen behind in the AI ​​competition following the advent of the mobile era. Intel



declared its entry into the foundry business in 2022, but announced a spin-off within the year after suffering losses in the tens of billions of won for several years.





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