The future of the struggling U.S. semiconductor pioneer Intel appears increasingly uncertain. Two competitors, TSMC from Taiwan and the U.S. company Broadcom, are independently examining scenarios, according to a WSJ report, where parts of Intel would be detached from the corporate group. Broadcom has intensively studied Intel's chip design and marketing business and is considering a takeover offer if a suitable partner for the manufacturing segment is found. In parallel, TSMC is dealing with the acquisition of Intel factories — possibly together with other investors.
The outgoing US President Donald Trump plays a not insignificant role in these scenarios.
Intel is meanwhile searching for a CEO after company chief Pat Gelsinger resigned in December. For decades, the company dominated the global market for processors, but has gradually lost market share to rivals like Nvidia and AMD. Especially in the lucrative business of AI accelerators, in which Nvidia holds a leading position, Intel is struggling with development issues. In the traditional segment of PC and server processors, competitive pressure is also continuously increasing.
Official statements on possible partial sales have not been provided by any of the parties involved. Observers, however, consider the ongoing talks as a potential turning point. For Intel, a partial breakup would be a profound departure from the previous corporate structure and probably the most important strategic milestone in the company's long history.