Venture capitalists are exploring a potential breakup of Intel, with Broadcom interested in its design units and TSMC eyeing its manufacturing capabilities. Discussions arise from Intel's recent challenges, prompting speculation about spinning off its foundry business. While there are thoughts of TSMC acquiring Intel's fabs, U.S. policy may hinder this due to 'America first' initiatives. Experts indicate that the U.S. government considers Intel's manufacturing a crucial national asset, which suggests that any control over these operations will likely remain domestically focused despite market downturns affecting Intel's various sectors.
The US government views Intel fabs as national assets and security interests. Therefore, we believe majority control and ownership of Intel will remain within the United States.
Buyers of Intel's assets will have a rare opportunity of conducting transactions when all Intel's major markets are still experiencing downturns.
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