The semiconductor industry is undergoing major changes, with Intel exploring a breakup and potential sale of its chip design unit to Broadcom, while TSMC considers acquiring its manufacturing operations. Intel’s stock jumped 16% last week on acquisition speculation, closing with a 5.3% weekly gain. Meanwhile, Arm is set to produce its own server CPUs, challenging its traditional licensing model. With the U.S. CHIPS Act injecting $53 billion into domestic production and Europe planning a €109 billion investment, these shifts could reshape global chip supply, competition, and technological leadership. - Read More
