Potential Intel takeover of Taiwanese semiconductors can widen the gap and threaten Samsung’s chip business: Report – Samsung Electronics Co (OTC: SSNLF), Intel (NASDAQ: INTC), Taiwan Semiconductors (NYSE: TSM) )

Taiwan Semiconductor Manufacturing Co’s TSM Intel Corp Rumors Acquisition INTC May hinder Samsung Electronics Co’s Co SSNLF Push them to narrow down the gaps at Taiwanese contracted chip makers.

The Trump administration proposed to acquire Intel’s struggling Foundry business, which reported a net loss of $19.2 billion in 2024.

Meanwhile, Samsung pointed to slow demand for traditional chips on personal computers and mobile phones that have impacted the memory business.

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Early investments in rising R&D costs and increasing advanced chip processing capabilities also affected revenues.

Samsung lags behind SK Hynix in creating the best memory chips for artificial intelligence, affecting the profits of its chip manufacturing. The Trump administration’s aggressive tariffs also violated uncertainty over Samsung’s mobile and consumer businesses.

Broadcom Inc avgo We are looking into Intel’s chip design and marketing business to drive rumors of potential acquisitions.

Samsung casting units have not been able to make a profit for many years.

Last November, Samsung appointed Han Jin Man, executive vice president of the US semiconductor business, to lead the casting unit. His first message underscored the importance of “rapid ramp-up” in foundry production using a 2 nm process.

Korea’s Next Generation Intelligent Semiconductor Foundation Group and Seoul National University’s Kim Hyun Jun Kim said that if Taiwan’s semiconductors can adopt Intel’s .US factory every day at Korea Economic University, the former market share will be ~75% He said it will help increase the number of people. (64.9% in the third quarter of 2024) at Samsung’s expense, which has a market share of 9.3%.

Needham’s Charles Shi hopes the acquisition will lead to capital efficiency. This is a long-term negative for Semiconductor Capital Equipment (SemICAP) companies. Shi pointed out that the acquisition will have a negative impact on ASML Holdings ASML and KLA Corp KLAC For cancellation or scaling that actively promotes Intel’s High-NA EUV program.

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