TSMC law said that it will refute "cooperation with Intel", Wei Zhejia: technology will never flow out, there is no joint venture plan

TSMC President Wei Zhejia rarely directly denied any cooperation or technology-sharing plans with Intel, emphasizing his focus on his own business. However, market competition is fierce, geopolitical risks remain, and Taiwanese investors still need to be cautious about the industrial dragon (Summary: TSMC invited Huida, AMD, and Broadcom to jointly "operate an Intel wafer foundry", and Trump forced to save Intel? (Background added: Trump Huang Jenxun "interviewed and laughed"!) The United States will suspend the ban on Huida H20 chip to China, deepseek to take off? TSMC, the world's leading wafer foundry, today (17) at a legal conference to refute rumors of a possible form of alliance with the troubled US chip giant Intel Corp. C. Wei gave a clear and firm denial in his latest public remarks, saying in response to a question about the possibility of a partnership with Intel that TSMC has not discussed forming a joint venture or sharing its core technology with any company. Wei Zhejia personally in the line of fire Wei Zhejia stressed that TSMC is currently fully focused on its own business development and serving customers, which directly refutes previous media reports such as "The Information" that TSMC and Intel have reached a preliminary agreement and may establish a joint venture to operate Intel fabs. Although Wei did not directly name the report, he used the phrase "TSMC was not involved" to appear firm, in an attempt to quell months of speculation in the market that the two giants might join forces. In fact, rumors about the possible cooperation between TSMC and Intel have been circulating for a long time, and there are many versions, ranging from technical cooperation, joint operation of fabs, and even TSMC's possible acquisition of Intel's foundry services (IFS). It has also been previously reported that the US government may promote cooperation behind the scenes to strengthen advanced process chip manufacturing capabilities in the United States. However, Wei Zhejia's public statement this time is the most direct denial of such rumors at the highest level of TSMC. In the future, after the production capacity comes up in a few years, it is expected that 30% of the 2nm production line will be produced in the United States, but the law will not mention the specific timeline, only mentioned that the second plant in Arizona has been completed, and the third and fourth plants are expected to break ground later this year to provide the demand of the US market. Intel has actively promoted its IDM 2.0 strategy in recent years, vigorously developing the wafer foundry business (IFS), with the goal of challenging TSMC and Samsung's dominance in the market and striving to become the world's second largest foundry. However, the reality is that Intel still lags significantly behind TSMC in the development progress of advanced processes, which also makes it more necessary for huge capital expenditures to catch up with technology gaps and expand production capacity. Therefore, the outside world has been rumored that Intel will take the information of alliance with TSMC, because this is the most likely way to get the CHIPS Act subsidy from Trump, and the US government may be willing to see or even facilitate such cooperation based on national strategic considerations to ensure that the United States has stable and advanced production capacity in key semiconductor manufacturing areas, but this makes TSMC may face political pressure even if it is reluctant. Potential risks Although Wei Zhejia's tough statement temporarily stabilized market confidence, the potential risks have not been completely eliminated, in the case of Trump's vigorous advocacy of American manufacturing "they stole technology from the United States", geopolitical pressure still exists, whether the future US government will indirectly promote TSMC to "assist" the development of the US semiconductor industry in different forms in other ways (such as through policies, regulations or customer pressure) is still unknown, TSMC has expanded and set up factories around the world (such as Arizona, Japan, Kumamoto , Dresden, Germany), while diversifying geopolitical risks, also increases operational complexity and potential technology diffusion risks. For investors, the potential competition and geopolitical risks should not be completely ignored just because of TSMC's denial, as well as the active pursuit of Intel by the United States, which will put pressure on TSMC, it must be known that market rumors may not be empty, it may reflect the form of participants on the other side of the industry or hope to carry out. Although TSMC is currently leading in technology and operating steadily, the future is not smooth in the rapidly changing and politically wrangling global semiconductor industry. Investors should remain vigilant, rationally assess risks, not overlook potential long-term challenges due to momentary positive news, and prudently layout in order to maintain profits. 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