Intel's new Chinese CEO 'stock price big pump 10%', denies TSMC's acquisition of NVIDIA: insists on being a foundry

After Intel's new CEO Chen Liwu took office, the stock price soared, but the wafer foundry strategy and the competitive pressure of AI chips have not been solved, and the real challenge has just begun. (Synopsis: TSMC invited Huida, AMD, and Broadcom to jointly "operate an Intel wafer foundry", and Trump forced Intel? (Background supplement: Bloomberg broke the news: TSMC wants to acquire Intel shares, in response to Trump's request to operate Intel fabs in the United States) Intel announced on Wednesday that Lip-Bu Tan, a veteran of the Chinese semiconductor industry, will become its chief executive. After the news was announced, the market quickly responded positively, and Intel's stock price soared more than 10% in a single day. However, he was expected to make significant changes to his current strategy, but from his latest conversations, Intel will continue to promote the foundry business, which is one of the key strategies that led to the ouster of former CEO Kissinger. Challenging TSMC? Intel's foundry plans remain in question Intel has long focused on the design and production of its own chips, and has a presence in the global semiconductor market over the past few decades with the IDM (Integrated Component Manufacturing) model. However, as TSMC masters advanced process technology and attracts customers such as Apple, Nvidia, and AMD, the ecology of the global foundry market has undergone drastic changes. Intel has tried to challenge TSMC in recent years, investing heavily in wafer foundry business, trying to attract external customers, and even obtaining $8 billion in subsidies from the US government, but the technical progress and capacity layout are still far behind TSMC, and the market is still skeptical about the feasibility of this business. Market Follow: Is Intel Splitting the Foundry Business? The market originally expected Intel to split the wafer foundry and its own chip design business to improve competitiveness. However, Chen Liwu's latest remarks show that he does not intend to change this strategy in the short term, which can be said to indirectly deny the idea of splitting up the foundry, and still hopes to improve the competitiveness of the foundry business through internal reforms. Raymond James analyst Srini Pajjuri pointed out: If Intel does not break up the foundry business, investors will continue to wait and see until the company shows a clear technological breakthrough. On the other hand, U.S. government officials have proposed that TSMC assist Intel in developing its wafer foundry business, but with TSMC announcing a $100 billion expansion plan, the possibility of this cooperation has been greatly dropped. Domestic and foreign difficulties: loss pressure and AI chip competition intensify In addition to technical and strategic uncertainty, Intel's current financial situation is also worrying. The company lost $19.2 billion last year and expects to continue to lose money until at least Q3 2025. In addition, Intel's fabs are located in Oregon, Arizona, New Mexico, Ireland, and Israel, and the cost of maintenance and expansion is huge, and the financial pressure cannot be ignored. On the other hand, the artificial intelligence (AI) chip market is developing rapidly, and Nvidia has almost formed a monopoly position in the field of AI chips, while Intel's influence in this market is still limited. The market generally believes that Intel currently lacks a clear AI development strategy, and whether it can gain a foothold in the AI chip market in the future is still unknown. Related reports TSMC invited Huida, AMD, and Broadcom to jointly "operate an Intel wafer foundry", and Trump forced Intel? Bloomberg broke the news: TSMC wants to acquire Intel shares, in response to Trump's request to operate Intel fabs in the United States Trump signed the "reciprocal tariff plan" to go on the road as soon as April, and then choked TSMC: snatched away Intel chip business (Intel stock price five-day big pump 25%) (Intel became Chinese CEO "stock price big pump 10%", denying TSMC Huida acquisition: insist on wafer foundry〉 This article was first published in BlockTempo's "Dynamic Trend - The Most Influential Block Chain News Media".