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Broadcom and Taiwan Semiconductor Manufacturing Company (TSMC) are reportedly considering separate deals to acquire portions of Intel, potentially reshaping the semiconductor industry.

According to The Wall Street Journal, both companies have engaged in preliminary discussions, but no formal proposals have been made to Intel at this stage.

Broadcom has been assessing a potential acquisition of Intel's chip-design and marketing division.

Sources indicate that Broadcom would only proceed with such a deal if it could find a partner to take over Intel's manufacturing business.

The company has been consulting its advisers about a potential bid, but any formal move remains uncertain.

TSMC, the world's largest contract chipmaker, is reportedly examining the possibility of acquiring some or all of Intel's chip fabrication plants, TechCrunch said.

This move would likely be structured through an investor consortium rather than a direct acquisition.

While the discussions remain informal, TSMC's potential bid has raised concerns within the US government.

Broadcom and TSMC Eye Intel Assets as White House Monitors Developments

The Trump administration is closely monitoring the situation, given Intel's strategic importance to national security.

Reports suggest that President Trump's team has encouraged TSMC to consider a deal, though a White House official stated that the administration is unlikely to support any arrangement that places Intel's US chip factories under foreign control.

Instead, the administration remains focused on encouraging foreign investment within the US while maintaining control over key domestic industries.

According to The Hindu, Intel's interim executive chairman, Frank Yeary, has reportedly been leading discussions with potential suitors and US government officials. Yeary has emphasized his primary focus on maximizing shareholder value while navigating the complex landscape of potential deals.

Intel's struggles in the competitive semiconductor market have made it an acquisition target for major industry players. In September, Qualcomm reportedly approached Intel regarding a potential takeover, signaling broader interest in the company's assets.

If either Broadcom or TSMC moves forward with a deal, the acquisition could significantly alter the semiconductor landscape.

Broadcom's interest in chip design and marketing aligns with its business model, while TSMC's potential control over Intel's manufacturing assets could impact global supply chains.

As of now, Intel, Broadcom, TSMC, and the White House have not issued official statements regarding the reported discussions. While speculation continues, the semiconductor industry is closely watching for any developments that could shape the future of Intel and the broader chip market.

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