Wei Zhejia refuted the rumors: TSMC does not want to cooperate with Intel, let alone share technology

For the recent rumors that TSMC (TSMC) will cooperate with Intel (Intel), a major American chip manufacturer in transition difficulties, and establish a joint venture to share fab and process technology. However, TSMC CEO Wei Zhejia personally denied it at the legal conference on 4/17, emphasizing that there is no discussion of any technology licensing and joint venture.

The Trump administration pulled the strings, and TSMC and Intel secretly discussed cooperation

According to Bloomberg, Trump led TSMC to negotiate cooperation with Intel in February, when it was reported that this move was to help Intel, which has been cut by manpower and limited expansion, regain its footing, and one of the ideas is to let TSMC assist Intel in operating part of the fab business.

Wei Zhejia announced an additional $100 billion in investment, joining Trump

Compared with the rumors of cooperation, TSMC obviously has a larger layout. Wei Zhejia went to the White House in March to jointly announce with Trump that he would invest an additional $100 billion in the chip industry in the United States.

The outside world believes that this is TSMC's continued expansion of factories in the United States, but it has nothing to do with Intel's cooperation case. In the same month, Intel also changed its new CEO, taken over by industry veteran Chen Liwu (Lip-Bu Tan), trying to restructure the decline.

Foreign media said that the two sides have reached a preliminary joint venture agreement

In early April, foreign media even broke out that TSMC and Intel had reached a preliminary agreement, intending to set up a joint venture company to jointly operate some Intel chip factories, shocking the industry.

However, this report has never been confirmed by both sides.

Wei Zhejia refuted rumors that TSMC has not talked to any company about cooperation and licensing technology

At the latest legal conference on April 17, Wei Zhejia refuted the rumors head-on, explicitly denying any form of cooperation, technology licensing or joint venture discussions with Intel. He stressed that TSMC will continue to focus on its business and will not be interfered with by the outside world.

"TSMC is not currently in any discussion with any company about joint ventures, technology licensing or technical cooperation." Wei Zhejia emphasized

TSMC maintained its 2025 growth forecast to address potential trade war risks

Despite external uncertainties, such as the US-China technology war continues to heat up and the supply chain is facing challenges, TSMC still chooses to maintain its revenue growth forecast for 2025, which means that the company has a high degree of confidence in its own competitiveness and the prospect of global chip demand.

Summarizing the observation of this legal theory

Q1 revenue: year-on-year decrease, but slightly better than expected

Q2 financial forecast: 13% quarterly increase, AI growth support

AI orders: Full-year revenue is expected to double, CAGR of more than 40% over the next five years

U.S. expansion: Increased to $165 billion, aiming to establish advanced process clusters

Geopolitical response: Tariffs have not seen a noticeable impact and pricing strategies have begun to be discussed with customers

Technical progression: 2nm and A16 will be the next technical focus

Overseas gross profit dilution: 2~4% pressure per year, but still maintain a long-term gross margin target of more than 53%.

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