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Joint venture with Intel unfavorable for TSMC: expert - Taipei Times
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display:none;"> <script> displayDFP('ad-B1-ATF', 'm'); </script> </div> <div class="where"> <ul class="boxTitle boxText" data-desc="麵包屑"> <li><a href="https://www.taipeitimes.com/">Home</a></li> <li><a href="https://www.taipeitimes.com/News/taiwan">Taiwan News</a></li> </ul> </div> <h6>Fri, Feb 14, 2025 page3</h6> <ul> <li id="left_blake"> <div class="archives"> <h1>Joint venture with Intel unfavorable for TSMC: expert</h1> <ul class="as boxTitle boxText" data-desc="分享列"> <li><div class="name">Staff writer, with CNA</div></li> <li> <ul class="sh"> <li><a data-desc="twitter分享" href="https://twitter.com/intent/tweet?text=Joint+venture+with+Intel+unfavorable+for+TSMC%3A+expert https%3A%2F%2Fwww.taipeitimes.com%2FNews%2Ftaiwan%2Farchives%2F2025%2F02%2F14%2F2003831873" target="_blank"><div><i><img src="assets/images/twitter.png" width="20" class="iconimg2"></i></div></a></li> <li><a data-desc="Facebook分享" href="http://www.facebook.com/sharer.php?u=https%3A%2F%2Fwww.taipeitimes.com%2FNews%2Ftaiwan%2Farchives%2F2025%2F02%2F14%2F2003831873&t=Joint+venture+with+Intel+unfavorable+for+TSMC%3A+expert" target="_blank"><div><i><img src="assets/images/facebook.png" width="20" class="iconimg2"></i></div></a></li> <li><a data-desc="Line分享" href="https://lineit.line.me/share/ui?url=https%3A%2F%2Fwww.taipeitimes.com%2FNews%2Ftaiwan%2Farchives%2F2025%2F02%2F14%2F2003831873?utm_medium=P&utm_campaign=SHARE&utm_source=LINE" target="_blank"><div><i><img src="assets/images/line.png" width="20" class="iconimg2"></i></div></a></li> </ul> </li> </ul> <p>An alleged US government plan to encourage Taiwan Semiconductor Manufacturing Co (TSMC) to form a joint venture with Intel to boost US chipmaking would place the Taiwanese foundry giant in a more disadvantageous position than proposed tariffs on imported chips, a semiconductor expert said yesterday.</p><p>If TSMC forms a joint venture with its US rival, it faces the risk of technology outflow, said Liu Pei-chen (劉佩真), a researcher at the Taiwan Industry Economics Database of the Taiwan Institute of Economic Research.</p><p>A report by international financial services firm Baird said that Asia semiconductor supply chain talks suggest that the US government would ask TSMC to send engineers to Intel’s US fab, applying the company’s know-how to ensure both the fab and subsequent manufacturing projects are viable.</p><div class="imgboxa"> <div data-fancybox href="https://www.taipeitimes.com/images/2025/02/14/P03-250214-603.jpg"> <img src="https://www.taipeitimes.com/images/2025/02/14/P03-250214-603.jpg" width="100%"> </div> <h1>The logo of Taiwan Semiconductor Manufacturing Corp is featured in a photograph dated Jan. 22.</h1> <p>Photo: CNA</p> </div><p>Although TSMC has built production facilities in Dresden, Germany, and Kumamoto, Japan, through joint ventures, the local businesses it partners with are its customers, Liu said.</p><p>If a joint venture with Intel is formed, it would inevitably focus on advanced semiconductor technology and once technology leaks occur, that could jeopardize TSMC’s leading edge in advanced technology, he said.</p> <!-- /21202031/TT-mobile-sub-P-IR1 --> <div id="ad-IR1" class="boxTitle ad m mob ad_mg_t ad_mg_b" data-desc="廣告ad-IR1" style="text-align: center; display:none;"> <script> displayDFP('ad-IR1', 'm'); </script> </div> <p>As US President Donald Trump is committed to prioritizing US interests, if TSMC cooperates with Intel it might be placed at a disadvantage, he added.</p><p>TSMC’s leadership in advanced technology is irreplaceable and gives it strong bargaining power, Liu said, adding that if the US imposes tariffs on imported chips, the increased costs could be passed on to TSMC’s customers in the US.</p><p>Therefore, a joint venture with Intel is the worse choice for TSMC and more unfavorable than Trump’s tariff plans, he said.</p><p>Intel is facing operational difficulties and is encountering bottlenecks in technological development, while TSMC is in a leading position. If a TSMC-Intel joint venture is formed, it would help Intel overcome difficulties and bolster the development of the US semiconductor manufacturing industry, Liu said.</p><p>TSMC chairman C.C. Wei (魏哲家) has said the company has no interest in acquiring Intel’s chip manufacturing facilities after the US firm spun off its foundry business, he said.</p><p>Baird analyst Tristan Gerra said that while there is no confirmation and the potential completion of the project could take a long time, the move would make sense, “further building on Intel’s prior CEO’s focus on the company’s core competency, manufacturing.”</p> </div> <div class="fbsbox"> <div class="fb-like" style="margin:10px 0" data-href="https://www.taipeitimes.com/News/taiwan/archives/2025/02/14/2003831873" data-layout="button" data-send="true" data-share="true" data-width="620" data-show-faces="false"></div> </div> <!-- /21202031/TT-sub-P-K2 --> <div id="ad-K2" class="boxTitle ad pc web ad_mg_b" data-desc="廣告ad-K2" style="text-align: center; display:none;"> <script> displayDFP('ad-K2', 'pc'); </script> </div> <!-- /21202031/TT-mobile-sub-P-IR2 --> <div id="ad-IR2" class="boxTitle ad m mob ad_mg_b" data-desc="廣告ad-IR2" style="text-align: center; display:none;"> <script> displayDFP('ad-IR2', 'm'); </script> </div> </li> <li> <div id="right_blake"> <!-- /21202031/TT-sub-P-BD1 --> <div id="ad-BD1" class="boxTitle ad pc web ad_mg_b" data-desc="廣告ad-BD1" style="text-align: center; display:none;"> <script> displayDFP('ad-BD1', 'pc'); </script> </div> <div class="popular boxTitle boxText" id="read" data-desc="Most Popular"> <a href="https://www.taipeitimes.com/News/Mostread"><h1>Most Popular<i><img src="assets/images/right.png" width="10" class="iconimg2"></i></h1></a> <ul> <li><a href="https://www.taipeitimes.com/News/biz/archives/2025/02/16/2003831939" data-desc="T:0:Tesla uses Chinese courts to silence critics and make them pay"><div class="no">1</div><h5 class="bf3">Tesla uses Chinese courts to silence critics and make them pay</h5></a></li> <li><a href="https://www.taipeitimes.com/News/front/archives/2025/02/17/2003831999" data-desc="T:1:US removes no independence statement"><div class="no">2</div><h5 class="bf3">US removes no independence statement</h5></a></li> <li><a href="https://www.taipeitimes.com/News/front/archives/2025/02/18/2003832058" data-desc="T:2:Taiwan thanks Japan for family registry change"><div class="no">3</div><h5 class="bf3">Taiwan thanks Japan for family registry change</h5></a></li> <li><a href="https://www.taipeitimes.com/News/feat/archives/2025/02/16/2003831950" data-desc="T:3:Taiwan in Time: When the Soviets bombed Taiwan for China"><div class="no">4</div><h5 class="bf3">Taiwan in Time: When the Soviets bombed Taiwan for China</h5></a></li> <li><a href="https://www.taipeitimes.com/News/front/archives/2025/02/19/2003832116" data-desc="T:4:MAC warns of PRC arrests, detentions"><div class="no">5</div><h5 class="bf3">MAC warns of PRC arrests, detentions</h5></a></li> </ul> </div> <!-- /21202031/TT-sub-P-BD2 --> <div id="ad-BD2" class="boxTitle ad pc web ad_mg_b" data-desc="廣告ad-BD2" style="text-align: center; display:none;"> <script> displayDFP('ad-BD2', 'pc'); </script> </div> <!-- /21202031/TT-mobile-sub-P-B2 --> <div id="ad-B2" class="boxTitle ad m mob ad_pd_t ad_bd_t ad_mg_b" data-desc="廣告ad-B2" style="text-align: center; display:none;"> <script> displayDFP('ad-B2', 'm'); </script> </div> <div class="fbbox web pad"> <iframe src="https://www.facebook.com/plugins/page.php?href=https%3A%2F%2Fwww.facebook.com%2FTaipei-Times-210998785327%2F&tabs=timeline&width=300&height=382&small_header=false&adapt_container_width=true&hide_cover=false&show_facepile=true&appId=213492305352346" width="300" height="382" style="border:none;overflow:hidden" scrolling="no" frameborder="0" allowTransparency="true" allow="encrypted-media"></iframe> </div> </div> </li> </ul> </div> <div class="dbox2 archivesd"> <div class="dbox2s arboxs"> <ul> <li> </li> <li> <div class="dboxss2 boxTitle boxText" data-desc="You might also like"> <h1>You might also like</h1> <div class="bigbox2 noline"> <ul> <li> <a href="https://www.taipeitimes.com/News/taiwan/archives/2025/02/19/2003832126" data-desc="P:0:Actor, 11 others suspected of dodging military service"> <div> <div class="bnewsimg"><img src="https://www.taipeitimes.com/images/2025/02/19/thumbs/p02-250219-003.jpg" width="100%"></div> <h1 class="bf2">Actor, 11 others suspected of dodging military service</h1> <div class="date_list ">2025-02-19</div> <p> <font class="red ">WANG RELEASED: </font> A police investigation showed that an organized crime group allegedly taught their clients how to pretend to be sick during medical exams Actor Darren Wang (王大陸) and 11 others were released on bail yesterday, after being questioned for allegedly dodging compulsory military service or forging documents to help others avoid serving. 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