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home / news releases / TSM - Intel: We Still Have A Problem


TSM - Intel: We Still Have A Problem

  • Intel continues to push the U.S. government for subsidies to produce semi. chips in the U.S.
  • The company plans to ramp up capex this decade with or without major subsidies, but top competitor TSMC still plans to far outspend Intel.
  • Intel is unlikely to provide IDM 2.0 services to the top TSMS customers questioning the whole plan.
  • The stock isn't appealing as the company pursues a heavy spending plan, and no logical major customers set to switch and alter the flat cash flows in 2022.

For further details see:

Intel: We Still Have A Problem
Stock Information

Company Name: Taiwan Semiconductor Manufacturing Company Ltd.
Stock Symbol: TSM
Market: NYSE
Website: tsmc.com

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