Overview

• Taiwan Semiconductor said it has not discussed investments, partnerships, joint ventures, licensing, or technology transfers with Intel, refuting recent reports.
• Bloomberg and the Wall Street Journal reported that Intel has approached Apple about an investment and closer collaboration, with talks described as early and uncertain.
• Intel has secured roughly $8.9 billion from the U.S. government for an approximate 10% equity stake, a $5 billion investment commitment from Nvidia tied to joint development, and $2 billion from SoftBank.
• Intel’s manufacturing arm has lost about $13 billion over the past four quarters, and the company has warned it could pause or discontinue its 14A process without a major external customer.
• Intel executives acknowledged delays in stabilizing 18A yields due to performance adjustments and said improvements are progressing as the company seeks foundry clients.