Taiwan Semi (TSM) option IV flat amid headlines

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What If TSMC takes over Intel Foundry?

February 18, 2025 4:00 PM EST

Reports recently surfaced that U.S. officials requested Taiwan Semi (NYSE: TSM) to consider acquiring Intel's (NASDAQ: INTC) U.S. factories, prompting speculation about a potential industry-shaping event.

While no official confirmation has been made and Reuters reported that President Trump is unlikely to support the idea, Needham & Company analysts believe such a deal is a viable option for both Intel and TSMC.

"Intel... More