Intel breakup on the horizon? Analyst sees market cap boost from $167 billion to $237 billion as Taiwan Semiconductor and Broadcom reportedly eye key divisions

Speculation is mounting around Intel as the struggling tech giant explores ways to unlock shareholder value.Chip industry rivals Taiwan Semiconductor and Broadcom are both pursuing potential deals that could lead to a breakup of the company. Broadcom is reportedly interested in acquiring Intel’s profitable chip design and marketing division, while Taiwan Semiconductor is considering taking … Read more

Taiwan vows to address Donald Trump’s chip concerns, boost US investment amid US’ tariff pressure

Taiwan’s President Lai Ching-te has committed to addressing concerns raised by US President Donald Trump regarding the semiconductor industry. Lai announced plans to enhance US investment and procurement while also strengthening Taiwan’s defense spending. His remarks came in response to Trump’s directive to impose reciprocal tariffs on trade partners that tax US imports. Trump has … Read more

India renews call for chipmakers as Anil Agarwal’s $19 billion plan drags

India is set to revive its effort to lure prospective chipmakers into the country as projects already disclosed, including billionaire Anil Agarwal’s $19 billion plan, are taking time to get off the ground. New Delhi plans to reopen the application process for $10 billion in incentives and assistance intended to encourage local chipmaking, people familiar … Read more

South Korea to surpass China in chip machine spending next year

South Korea is forecast to overtake China in spending on advanced chipmaking equipment next year in a sign of US export controls reshaping global supply chains for semiconductors. Korea will likely increase its investment in fab equipment by 41.5% to $21 billion in 2024 while China logs only a 2% increase to $16.6 billion, according … Read more

Samsung plans to launch new research unit to combat semiconductor downfall

Tech giant Samsung is reportedly planning to launch a new in-house global research unit next month, to combat semiconductor downfall. The new organisation will launch under the Device Solutions Business Division and will be assigned to research new investment avenues, as well as, analyse the global semiconductor market, reports SamMobile. Due to the COVID-19 crisis, … Read more