TSMC отвергает слухи о сотрудничестве с Intel

Taiwanese company TSMC, the world's largest contract semiconductor manufacturer, has denied rumors of a possible technology partnership with Intel. Amid growing competition in the industry and geopolitical tensions, TSMC representatives stated that the company has "no intention of sharing its advanced technologies" with other players, including Intel.

Earlier, the media reported that Intel was in talks with TSMC about possible cooperation, including joint development and access to technological processes. This could help Intel accelerate the introduction of new chip manufacturing standards and strengthen its position in the market.

However, TSMC categorically rejected such assumptions. "We value our partners, but our advanced technologies remain our key competitive advantage, and we do not plan to share them," a company representative said.

Why is this important?

Global semiconductor race. TSMC remains the leader in the production of chips using the most advanced technological processes (3 nm and below). Intel, despite multi-billion dollar investments in its own factories, is still lagging behind in the development of new standards.

Geopolitical risks. The US and the EU are actively subsidizing the development of local production to reduce dependence on TSMC. China is also increasing capacity, but cannot yet compete with TSMC in advanced technologies.

Business strategies. TSMC prefers to work with clients (Apple, Nvidia, AMD) on a purely contract model, without transferring know-how. Intel, on the other hand, is trying to combine its own production with outsourcing, which raises questions among investors

Market reaction

TSMC shares remained stable after the announcement, while Intel shares showed a slight decrease. Analysts note that Intel will likely continue to seek alternative ways of cooperation with other partners, such as Samsung.

The industry continues to move towards fragmentation: countries and companies are trying to secure their supply chains, but TSMC's technological leadership remains undisputed. In the coming years, the key question will be whether Intel, Samsung and other players can catch up with TSMC without access to its developments.