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Taiwan Semiconductor Manufacturing (NYSE:TSM) is considering acquiring a controlling interest in Intel's (NASDAQ:INTC) U.S. factories following a request from the Trump administration, according to a Bloomberg report. TSMC has shown openness to the proposal, though Intel's stance remains uncertain.
The rumors, which surfaced earlier this week from Baird analyst Tristan Gerra, have driven Intel's stock to its strongest weekly gain in 40 years, soaring approximately 24%. President Trump, addressing the issue on Thursday, expressed his desire to “take back” chipmaking dominance from Taiwan, asserting that they had “stolen it.”
Despite the positive outlook, Intel's stock fell 2.2% on Friday. Mizuho (NYSE:MFG) desk analyst Daniel O'Regan attributed the drop to profit-taking after the stock's historic rally. O'Regan noted that although details of the potential deal are limited, the Mizuho team views it as a positive development for Intel.
The possible acquisition has sparked market speculation, with some dubbing the deal "MIGA" — Make Intel Great Again. Analysts believe TSMC's involvement could bolster Intel's manufacturing capabilities and restore U.S. semiconductor dominance. The story has already fueled significant investor interest, reflecting optimism about a potential agreement.
