Intel may sell 20% of Intel Foundry Services (IFS) to TSMC

A loud rumor that warmed up a cold February concerns the possible sale of Intel Foundry Services (IFS). According to insiders, Intel may sell 20% of its fab infrastructure to TSMC. This rumor has already had an impact on the stock market – over the past five trading days, Intel shares are up 22.5%.

Intel Foundry Services (IFS).

What does the Intel and TSMC deal mean?

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If the deal goes through, TSMC will take over Intel’s U.S. fabs. This will allow the most advanced processors to be made on U.S. soil, in line with the U.S. administration’s commitment to localizing production.

And if the deal goes through, TSMC will take over Intel’s U.S. fabs.

But for TSMC, managing Intel’s fabs can be a challenge. According to Taiwan’s Economic Daily, the deal could include participation by Qualcomm and Broadcom, which would help finance the purchase of a stake in Intel.

Taiwan’s Economic Daily reported.

Regulators may step in

Any such deal would require approval from U.S. regulators, including:

• CFIUS (Committee on Foreign Investment in the United States)
• FTC (Federal Trade Commission)
• DOJ (U.S. Department of Justice)
• U.S. Department of Commerce

Qualcomm and Broadcom can accelerate the process of the deal by placing chip production orders with the combined Intel-TSMC fab alliance.

How can Qualcomm and Broadcom win?”

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A possible collaboration with TSMC and Intel Foundry Services (IFS) will allow Qualcomm and Broadcom to strengthen their position against China’s MediaTek. Unlike Huawei, which cannot order chips using the most advanced process technologies, MediaTek has no such limitations and competes aggressively with Qualcomm and Broadcom on price.

MediaTek’s Intel Foundry Services (IFS) will allow it to compete aggressively with Qualcomm and Broadcom on price.

Intel’s financial situation

Intel is trying to recover its position after a failed 2024. In 2025, the company’s stock was up 16.7%, but it has lost 46% of its value over the past 12 months. The company is now aiming to become a strong player in the contract chip manufacturing market, which is dominated by TSMC and Samsung Foundry.

Samsung Foundry.

TSMC already works with Apple, AMD, Nvidia, Qualcomm, Broadcom and MediaTek, and if the deal goes through, Intel Foundry Services (IFS) could significantly strengthen its position.

Intel Foundry Services.

The Intel may sell 20% of Intel Foundry Services (IFS) to TSMC was first published on ITZine.ru.