TSMC is said to have proposed a joint venture with Nvidia, AMD and Broadcom to Intel. Intel's share price promptly shot up.
TSMC is set to build a major semiconductor production hub in the U.S. for $165 billion, but the plans still need to be set.
As TSMC's capacities are fully booked through late 2027, its customers asked for more capacity in the U.S., says C.C. Wei.