The most recent report from The Wall Street Journal claims Intel held "informal" talks to sell its foundry business to TSMC and its chip design business to Broadcom. Both rumored

Intel rivals Taiwan Semiconductor Manufacturing Co and Broadcom are reportedly exploring potential deals that could split the storied American chip giant.

Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) revenue climbed 39.2 percent year-on-year in the first two months, quickening from last year in a sign of resilient demand for the Nvidia Corp chips that power artificial intelligence (AI) development.

The report also claims that AMD is "evaluating whether Intel's 18A manufacturing process is suitable for its needs" though it's not clear if AMD has sent any designs through for testing. If it does and then goes on to use Intel Foundry to make some of its products, then this will surely be a first for the CPU industry.

Trump is against using tax credits to encourage chip production in the U.S., but semiconductor makers don't seem to mind.

TSMC's announcement comes as chip-maker Intel, which has struggled for years with declining sales and lost market share, has been seeking customers for its own factories in the US.

The investment plan, announced at the White House, was made as the Trump administration pushes to bring chip making back to the United States.

Broadcom remains resilient despite market challenges, driven by strong AI prospects. Learn why AVGO stock is a buy amid recent market dislocation.

Uncertainty about the impact of new U.S. tariffs weighed on stocks, along with worries about tightening chip export curbs, and competition from China as Alibaba unveiled its latest AI reasoning model, which it said rivals offerings from DeepSeek and ChatGPT maker OpenAI. Alibaba shares climbed about 1%.

President Donald Trump will meet with Taiwan Semiconductor Manufacturing Co. (TSM) CEO C. C. Wei and reports claim a new manufacturing

Chip designers Nvidia and Broadcom are running manufacturing tests with Intel , two sources familiar with the matter told Reuters, demonstrating early confidence in the struggling company's advanced production techniques.

Taiwan-based TSMC fabricates the vast majority of the advanced chips for AI and smartphones. Now more of that fabrication could move to Arizona.