Thread regarding Intel Corp. layoffs

Simple just tell Taiwan we won't defend them if China invades. America won't be sh-t on anymore.

There is no chance for TSMC and IFS to work together. These two are competitors.

TSMC invested 100B to itself, this is to enlarge itself for competition. It is a good strategy to reduce tariffs and to avoid any politics to push it to help Intel.

Can Intel have any idea how to rescue itself, instead of lying on ground to wait for anyone to give a hand?

It does seem like a slim chance that TSMC would invest in IFS. If it were to happen it would be to keep from 'losing' anchor customers like AAPL, who rely on leading node (if ultimately TSMC is not allowed to bring leading node to the US).

As a partner, I think TSMC could provide a lot of guidance for IFS, and help them shed all the nonsense from the IDM (leave no wafer behind) mentality.

Regardless of how that turns out, IFS should counter TSMC by shedding all of the non-EUV fabs, and do their best to exist solely on leading node, because Taiwan policy creates a competitive advantage to do so.

Bring in Caufield as CEO and sell the 'BK' fabs to GF, then let them make those wafers for Intel, and use the proceeds to push even harder on 14a and beyond, and with packaging as well.

IFS win & GF win

Intel would then be winning so much they will simply get tired of so much winning.

@aa TSMC Employees and researchers will be working for Xi or DJT. Time for the R&D folks and leading engineers to get clear on that, and decide where they want to live…or the CIA goes and makes that decision for them.

TSMC will not invest or help Intel. This is already clearly stated by TSMC and also Intel CEO.

Do not dream someone else is coming to rescue. Work hard, spend efficiently and treat customers sincerely.

It would seem prescient to either incentivize (or “convince”) their best and brightest R&D folks to get out of there before that all goes down. Like…now? Soonish?

Taiwan could easily fall before the end of the year, as the welcome mat has now been rolled out by the US for Chinese invasion. At that point TSMC wouldn't have the $100B they weren't planning on investing. Also, as the global economy dramatically shrinks due to trade wars, there is no reason for them to expand.

@a5+1 The US has previously stated that the fabs would be tango uniform in the case of an invasion, but not sure that is still policy.

TSMC is trying to deploy a strategy to prevent an even moderately leading edge IFS from taking too many wafer starts from existing customers.

Not sure IFS is at this point much of a threat, but if customers are more or less forced to use them, they would seem able to get better at the whole foundry thingy.

@a2 I agree but I actually think the US is the one to blow up TSMC factories. Why just give it to China? And why wouldn’t the US set TSMC back and blame it on China? Of course short term economic turmoil, but worth it to steal back the lead. MAGA muthafuhka

https://www.barrons.com/articles/tsmc-intel-stock-taiwan-semi-trump-0eecd305?siteid=yhoof2

article states as much as what OP is saying

Taiwan also may not allow TSMC to create a US subsidiary, for the same 'silicon shield' reason that they want to retain all leading edge production in Taiwan.

As the article states, there would be a several year delay in getting the latest node to any of the US fabs, so to get around both issues TSMC may ultimately do an investment in an independent IFS, unless even that is blocked by Taiwan.

Those that argue that IFS doesn't need TSMC financial or other help, lack understanding of how the capital cycle has broken down for Intel as an IDM. The perpetual flywheel hasn't stopped but it has slowed enough that the company can no longer make enough free cash flow to fund the next node. Thus the debt piles up.

Way past time to stop betting the company on moon shot fantasies (like the idea that a foundry could be spun up in just a few years) and instead start treating IFS as a business (instead of a gamble). TSMC never did moon shots, preferring instead to relentlessly pursue incremental innovation.

TSCM is going to be property of the People’s Republic sooner, rather than later.

This is unfortunately getting as obvious as Russia lining up troops on Ukraine’s border, saying they weren’t going to invade, and then kicking the door in a few weeks later.

Taiwan is lost, TSMC better hope it doesn’t get destroyed in the process.

All Non-EUV fabs should be referred to as BK Fabs.