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Intel's new CEO, Lip-Bu Tan, faces scrutiny over his investments in Chinese tech firms, some linked to the PLA, raising concerns about conflicts of interest amid Intel's contracts with the US Department of Defense. Tan's extensive ties to over 600 Chinese companies reflect a broader trend of increasing scrutiny on US-China tech investments, particularly as the Pentagon blacklists firms with military connections. As Intel struggles in the competitive semiconductor landscape, particularly against TSMC, the evolving market dynamics present both challenges and opportunities, especially in the burgeoning AI chip sector.
Nvidia's CEO Jensen Huang has secured an agreement with the Trump administration to continue exporting H20 AI chips to China, which have been modified to comply with U.S. regulations. This decision reflects a strategic trade-off between immediate economic benefits and long-term technological competition, as Chinese firms have placed around $16 billion in orders for these chips. Despite export controls, China's AI advancements persist, with companies like DeepSeek utilizing H20 chips to develop competitive models, highlighting the limitations of such restrictions in a globalized tech landscape.
Taiwan's Economics Minister Kuo Jyh-huei defended TSMC amid reports of a potential over $1 billion fine from the US for export control violations. He stated that TSMC complies with all legal regulations and that the Ministry of Economic Affairs has not received any information regarding the fine. The investigation was prompted by a TSMC chip found in Huawei's AI processor, despite TSMC halting supplies to Huawei in September 2020.
Samsung's semiconductor unit has denied rumors of halting partnerships with Chinese clients, asserting that its foundry business operates normally. This clarification comes amid concerns over US export restrictions and competition with TSMC, as Samsung aims to strengthen its client relationships in a challenging market.
The US is considering imposing a $1 billion fine on TSMC for allegedly supplying a chip used in a Huawei AI processor. This potential penalty highlights ongoing tensions between the US and China regarding technology and trade practices.
Taiwanese exporters face a 32% tariff on goods due to new US rules that deny exemptions for products made with American technology. While semiconductors are exempt, the broader impact on other sectors is significant, prompting Taiwan to enhance economic ties with the US through investments and R&D cooperation. The Taiwanese government has criticized the lack of transparency in tariff calculations, highlighting ongoing disputes over fair trade practices.
Taiwan's President Lai Ching-te met with tech executives on April 5 to address the challenges posed by new US tariffs, which impose a 32% duty on Taiwanese products, excluding semiconductors. The government announced a NT$88 billion (US$2.67 billion) aid package to support affected industries and plans to engage in discussions with the US without retaliatory measures.
UBS has maintained a "Neutral" rating on Intel, setting a price target of $23. Analyst Timothy Arcuri expressed support for the preliminary cooperation agreement between Intel and Taiwanese competitor TSMC, highlighting its potential benefits for the US chip company.
Morgan Stanley has identified significant risks for TSMC related to a potential joint venture with Intel, which could hinder TSMC's operational control and technological lead. The investment bank maintains an Outperform rating for TSMC, with a price target of NT$1,388, but notes that the joint venture poses the largest threat to share performance, overshadowing concerns about AI demand and potential tariffs. TSMC's shares currently trade at NT$952, and a clear denial of the joint venture could lead to a price increase, contingent on strong AI product demand.
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