Intel Faces Uncertain Future as Breakup and Sale Speculation Intensifies

Broadcom and TSMC are reportedly exploring bids for Intel's chip design and manufacturing divisions, sparking debates over the company's strategic direction and national interests.

Broadcom is said to be considering acquiring Intel's chip design business, while TSMC has reportedly explored taking a stake or control of Intel's manufacturing operations.
Jim Keller, a prominent chip designer, criticized potential Intel breakups as a 'fire sale,' arguing the company could be worth $1 trillion with proper leadership and goals.
Intel's advanced 18A process node, which aims to regain process leadership, is nearing production and has shown promising progress, raising questions about the timing of any sale or split.
The U.S. government has expressed concerns about foreign ownership of Intel's fabs, viewing them as national assets critical to domestic manufacturing and security interests.
Intel stock surged 16% earlier this week on speculation of deals but has since declined as analysts highlight regulatory, logistical, and strategic challenges to potential transactions.