Intel is closer than ever to be chopped. A giant is interested in buying its chips factories

The possibility of intelid for a long time. Two years before get out of this companyPat Gelsinger, the former Director General of Intel, He acknowledged that he saw with good eyes The possibility that the network of integrated circuit factories is somewhat broken down from the company’s matrix. At that time, More than three years agothis was already an interesting option to increase the competitiveness of its chips production plants, and in current circumstances it seems even more advantageous. At the beginning of last April Reuters and The Information assured that the Board of Directors of Intel and TSMC had reached a principle of agreement that was pursuing to constitute a joint company that would be responsible for the management of Intel semiconductor factories. Its plan was that TSMC would have a 20% participation in the new company, so presumably Intel would maintain a majority participation. Finally, this initiative did not come to fruition, but the possibility of splitting the Intel chips factories of the company’s matrix is still on the table. And now it is the Japanese investment group SoftBank who, According to Financial Timesis interested in controlling the Intel Integrated Circuit Production Infrastructure. SoftBank has something very important: the support of the US government As we explain yesterday, SoftBank has injected into Intel 2,000 million dollars, which has consolidated it as the sixth main shareholder of this company. According to Reutersthis Japanese company has promised not to participate in the Board of Directors, and it will not buy integrated circuits produced by this American chip manufacturer. However, SoftBank’s plan does not end here. And is that, According to Financial TimesMasayoshi Son, the general director of this investment group, is interested in Intel chips factories. SoftBank has promised not to participate in the Board of Directors of Intel In fact, again according to this means of communication of British origin but currently in the hands of the Japanese company Nikkei Inc., before formalizing the injection of 2,000 million dollars in Intel, SoftBank communicated to the board of directors of this company its interest in its interest in Buy the full semiconductor production subsidiary. A priori it is reasonable to anticipate that the US government would not see with good eyes that a foreign company is done with the total control of Intel chips factories, but SoftBank is not any company. The most important initiative of how many has launched the Trump administration to protect US leadership in the field of artificial intelligence (AI) is The Stargate project. And this plan is led by an American company, Openai, and another Japanese: SoftBank. The company directed by Sam Altman is responsible, in broad strokes, for the development of technology and infrastructure management. And Masayoshi’s company are responsible for financial administration. Stargate will cost no less than 500,000 million dollarsand it is evident that the US government Trust SoftBank. During the next few weeks we will check if the purchase of Intel Prosper Chips factories, but all likelihood the administration will not be an obstacle. Image | Intel More information | Financial Times In Xataka | The next revolution of the chips is approaching. Intel, Samsung, TSMC and AMD already work on glass substrates

Now it is more likely that Intel ends up chopped. TSMC and Broadcom are already rubbing their hands

In the middle of last September, just two and a half months before leaving Intel, Pat Gelsinger revealed that the company’s board of directors was wearing the possibility of Escind your manufacturing business of semiconductors in A movement very similar to the AMD In 2009. This last company broke up its integrated circuit production subsidiary and created GlobalFoundries. Since then It has been objectively well. Intel pursues the same: recover financial health and increase its competitiveness. Gelsinger is already completely disconnected from Intel, but the possibility of separating the chips manufacturing subsidiary from the rest of the company is still on the table. However, like We explain to you At the end of November, if you finally decide to do so, you will not have complete freedom. And he will not have it because he has contracted obligations with the US government as a result of the reception of the 7,860 million dollars given by the Department of Commerce as a subsidy. And also of the 3.5 billion dollars which will receive from the Department of Defense to make chips for military applications. TSMC and Broadcom are interested in getting two essential parts of Intel Intel’s commitment to the US administration directly involves the splitting of its semiconductor manufacturing division in the form of an independent subsidiary. The US government has asked Intel to maintain the property of at least 50.1% of Intel Foundry if this business unit finally got to separate and acquire the form of a new private legal entity. And now more than ever this possibility is very tangible. TSMC is preparing an offer that would allow you to control the integrated circuit manufacturing plants of Intel According to The Wall Street Journal (TWSJ), which in the field of relations between companies does not usually give stitch without thread, TSMC and Broadcom are interested in getting two fundamental parts of Intel. The Taiwanese manufacturer of semiconductors, which leads the global market with A fee close to 60%you are preparing, always according to TWSJ, an offer that would allow you Control manufacturing plants Intel integrated circuits. At the current situation this strategic decision makes sense. TSMC is interested in developing its manufacturing infrastructure beyond Taiwan’s borders with the purpose of protecting its business if a war conflict between China and its country of origin is triggered. This company currently is building new plants of semiconductor production in Arizona (USA), Germany and Japan, but adding the factories that Intel has not only in the US, but also in Europe, Israel and Asia would allow him to consolidate his expansion very quickly. Interestingly in the middle of last October CC Wei, the current president and general director of TSMC, declared that he did not contemplate The possibility of buying Intel factories. However, it is reasonable that an executive with his responsibility Do not confirm an operation of this size until it is essentially closed. Whatever TSMC is not at all the only company that is interested in getting a piece of Intel. And is that, According to TWSJthe American chip designer Broadcom is also preparing an offer to get the integrated circuit design and marketing divisions of Intel. In any case, if the TSMC initiative will finally prosper will stumble in all likelihood with the government’s opposition led by Donald Trump. Currently it is unlikely that the administration approves the purchase of such an important division of an American company by a foreign company. Especially if, in addition, your business develops in a strategic industry such as semiconductors. Image | Intel More information | The Wall Street Journal In Xataka | Bill Gates has radiographed Intel. And his diagnosis is overwhelmingly accurate

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