Great piece. Curious for your thoughts (to the extent you have any) about China's view on this deal. To the extent Intel is righting the ship to any degree and going down the path of catching up with TSM, is it in China's interest to block this deal? Is it better for China if TSEM remains an independent (Israel-based) company vs making a potential US champion stronger? Thanks
China has no real interest in blocking deal IMO - lots of places they have a second source to and there is no net chinese exposure by fab. It's all international. Probably better for them to remain independent but... it's complicated! I think this like all processes as of late will be longer than expected but don't think it gets outright blocked.
Great piece. Curious for your thoughts (to the extent you have any) about China's view on this deal. To the extent Intel is righting the ship to any degree and going down the path of catching up with TSM, is it in China's interest to block this deal? Is it better for China if TSEM remains an independent (Israel-based) company vs making a potential US champion stronger? Thanks
China has no real interest in blocking deal IMO - lots of places they have a second source to and there is no net chinese exposure by fab. It's all international. Probably better for them to remain independent but... it's complicated! I think this like all processes as of late will be longer than expected but don't think it gets outright blocked.
Curious what the author thinks about 200mm nodes remaining open after merger is complete?
Sorry can you explain? Like which will remain running? Or what
why is that
yeah I'm all ears!