President Trump says Taiwan 'took our chip business away'

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President Trump says Taiwan 'took our chip business away, and we want that business back'
US President Donald Trump says Taiwan had taken away the US semiconductor industry, and that the United States 'want that business back' on home turf.

President Trump is putting pressure on TSMC after saying he would have semiconductor tariffs, accusing TSMC of stealing the United States' chip business.

President Trump told reporters at The White House: "Right now, everything is made in Taiwan practically. Almost all of it, a little bit in South Korea. But everything, almost all of it is made in Taiwan. Taiwan took our chip business away. We had Intel, we had these great companies that did so well. It was taken from us. And we want that business back. We want it back in the United States. If they don't bring it back, we're not going to be very happy".

A TSMC spokesperson said: "We don't break down [capital expenditures] by market but some will apply to Arizona, where the second of three planned fabs is currently under construction".

President Trump continued, commenting on chip manufacturing after signing an executive order that will see his administration investigate "reciprocal tariffs" on foreign nations. President Trurmp added: "There could be some short-term disturbance, but long-term it's gonna make our country a fortune. If you build here, you'll have no tariffs whatsoever, and I think that's what's going to happen. I think our country is going to be flooded with jobs".

President Trump is pushing for the technology and semiconductor industries to move chip manufacturing to the United States, so it will be interesting to see what TSMC's next move is from here. There are fresh rumors that the US government could see a tech transfer with Intel and TSMC, with TSMC helping out Intel Foundry secure customers like Apple for US semiconductor production.

Source: https://www.tweaktown.com/news/1032...usiness-away-and-we-want-that-back/index.html

 

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Here’s How The Trump Administration Is Leading A Massive Comeback For Intel & Its Foundry Business; TSMC-Broadcom To Now Be Involved In The Race​

Intel's Foundry Business Might Witness A Massive Comeback, As Trump Team Is Determined To Put Team Blue Back At Its Feet​

A key priority of the Trump administration right now is to bring semiconductor production back to the US. Instead of relying on foreign companies like TSMC, they are determined to get Intel Foundry back on its feet. It was previously reported that the US is urging TSMC to collaborate with Intel, whether that includes transferring technology to Team Blue or even taking control of its facilities to ensure a more effective output.

However, it seems like TSMC has other plans, as the report from WSJ says that both TSMC and Broadcom are interested in acquiring elements of Intel's business. Broadcom has been eyeing Intel's chip design and marketing business for a while now, and the firm is looking to make a bid, given that Intel has managed to find a stakeholder for its manufacturing business.

Similarly, TSMC has set its sights on taking control of Intel's chip plants as part of an "investor consortium" that would likely include other parties as well. It is claimed that Frank Yeary, Intel's interim executive chairman, is leading the talks, and his key focus is "ensuring maximum profit for Intel shareholders" without disregarding Intel's history and how the IFS has evolved over the past few years.

While the TSMC-Broadcom deal might seem like something that would benefit the "Made In USA" narrative, it is unlikely that Trump would support such a deal, given that he is against handing over businesses to foreign entities. Intel's future has evolved into a matter of "national security" for the US government, so a business split-off certainly won't comply with Trump's way of dealing with the fiasco. However, we are looking at a productive outcome for Intel, and since TSMC is determined to escape Trump's tariffs, a positive conclusion will be reached.

The hope for how Intel Foundry will turn out is definitely bright, and given that firm's progress with the 18A process, it won't be wrong to say that the IFS could make a huge comeback, especially if TSMC decides to create a collaborative partnership. The key question here is whether Intel could meet the expectations of the Trump administration.

Source: https://wccftech.com/heres-how-the-trump-adminstration-is-leading-a-massive-comeback-for-intel/

Intel’s Celestial dGPUs Are Expected To Feature The Xe3P Architecture, Will Likely Use Intel Foundry Instead of TSMC​

Intel's Celestial dGPUs Are Expected To Be Much More Capable Than Battlemage; Featuring Enhanced Xe3P Architecture​

Intel's next-gen Celestial discrete GPUs are expected to feature the Xe3P architecture and could potentially be developed by the IFS, signaling a significant shift.

Team Blue's plans for its dGPU segment aren't over with the release of the Battlemage lineup since the firm looks determined to release future lineups. Intel did see a decent reception of its initial Battlemage GPUs, like the B580 since it was seen as an impressive budget option for many consumers. According to @OneRaichu, Intel's next generation of Celestial dGPUs is expected to bring much-improved performance, as it will feature the enhanced Xe3P architecture, which is said to be produced in-house by Intel.

We don't know much about Intel's Celestial lineup at all, except for the fact that they will utilize the Xe3 architecture, more likely the "P" variant, which might indicate a more superior derivative. The last time we saw mention of the Xe3p architecture was on the LinkedIn page of an Intel engineer who was said to be working on it. However, now, it is claimed that Celestial will indeed utilize semiconductors from Intel Foundry, which means Intel has finally given up on TSMC for its dGPU production.

Intel has expressed intentions in the past to stay competitive in the desktop GPU segment, and the commitment towards Celestial is indeed a statement of its dedication. We did see preliminary support of Xe3 "discrete" GPUs dropped by in HWINFO a few months ago, which validated the development on this lineup, but until now, details about specific SKUs are uncertain, except for one SKU, which was spotted previously with 128 EU or 16 Xe3 cores, indicating an entry-level option.

We are unaware of when Intel's Celestial dGPUs are slated to arrive, but the company will likely provide an extensive update over the coming months, and given that Panther Lake is slated for somewhere in H2 2025, that positions Celestial best for release either by the end of the year or in Q1 2026.

Source: https://wccftech.com/intel-celestial-dgpus-are-expected-to-feature-the-xe3p-architecture/

This is why TSMC is eyeing to buy Intel with the help of Broadcom and try to manufacture the CPU's & GPU's in US thereby satisfying Trump's & Musk's aspirations for Make in America campaign.