Analysts have raised concerns about TSMC's plan to operate or form a joint venture with Intel's fabs. They believe the differences in manufacturing and operations would hinder success. Citigroup suggests that Intel's foundry has failed to compete with TSMC and that forcing a company to use inferior manufacturing would diminish shareholder value. Lynx Equity questions TSMC's interest in Intel's IFS and the potential risks involved. Bank of America points out the technological mismatch between Intel and TSMC and questions Intel's eligibility for $19 billion in Chips Act funding due to the required majority ownership.

➀ According to a report, Intel and TSMC are considering a joint venture to operate Intel's fabs.

➁ The White House and the US Department of Commerce are said to be encouraging the agreement.

➂ Intel and other American semiconductor companies would hold the majority of the stock in the joint venture.

➀ TSMC正在与Nvidia、Broadcom、Qualcomm和AMD讨论收购英特尔晶圆厂的合资企业；

➁ Sanan Optoelectronics和STMicroelectronics在重庆合资建立了32亿美元的碳化硅晶圆厂；

➂ 本周嵌入式世界2025展会的最新电子新闻综述；

➃ 德州仪器宣布其最新的微控制器是“世界上最小”的，尺寸为1.6 x 0.86mm；

➄ 美国总统特朗普对格罗夫之后英特尔CEO的表现持批评态度。

➀ TSMC and Intel are reportedly still working on a potential joint venture to run Intel's manufacturing capacity;

➁ The joint venture would involve leading American fabless chip designers such as AMD, Broadcom, Nvidia, and Qualcomm;

➂ The initiative is in response to a request from President Trump's administration to strengthen Intel and ensure continued American control.

➀ TSMC is in talks with Intel, Nvidia, Broadcom, Qualcomm, and AMD about a joint venture to acquire Intel Foundry;

➁ TSMC plans to take a stake of no more than 50% in Intel Foundry to maintain US ownership, as required by the White House;

➂ The deal requires approval from the White House.

➀ An inauguration ceremony has been held for a $3.2 billion SiC fab in Chongqing, China, a joint venture between Sanan Optoelectronics and STMicroelectronics.

➁ Sanan holds a 51% stake, with ST holding 49%. The fab is expected to start volume production of 8” SiC ICs in Q4 2025 using ST's SiC process technology.

➂ When fully operational in 2028, the fab will have a capacity of 40k wpm. Sanan will also build an 8-inch SiC substrate facility to supply wafers to the JV under a long-term agreement.

➀ TSMC has proposed a joint venture with US chip designers like NVIDIA and AMD to operate Intel's semiconductor fabs, with TSMC holding no more than a 50% stake.

➁ The talks are in early stages, following President Trump's push to revitalize the US semiconductor industry.

➂ TSMC would run the operations of Intel Foundry, but wouldn't own more than 50%.

➀ Indonesia Battery Corporation (IBC) and a unit of CATL have formed a joint venture to build a battery cell manufacturing plant.

➁ The JV is expected to invest up to $1.18 billion in a plant with a planned capacity of 15 gigawatt hours.

➂ The plant is expected to start production in 2027, aiming to meet domestic and global demand.

➀ SBI President criticizes FOXSEM Chairman for dishonesty over the cancellation of their joint venture in Japan;

➁ The joint venture was to build a 12-inch wafer fabrication plant in Japan, with government subsidies and industry resources involved;

➂ FOXSEM cited risks as the reason for terminating the agreement, but SBI President argues that this is untrustworthy and in violation of previous commitments.