TSMC’s US Chip Expansion Puts Pressure on Intel (INTC) Amid AI Stock Concerns

Taiwan Semiconductor Manufacturing Company (TSMC) has solidified its US presence through a strategic partnership for chip development expansion. This move not only strengthens TSMC’s position but also sends ripples through the US semiconductor sector, particularly for Intel (INTC). Analysts warn that TSMC’s aggressive US push could destabilize domestic AI stocks, with Intel facing significant headwinds.

CNBC’s Jim Cramer highlighted Intel’s precarious position during a recent Mad Money segment. The stock, already overshadowed by rivals like Nvidia (NVDA) and AMD, now confronts intensified competition from TSMC’s stateside ambitions. Intel’s lackluster performance in recent years contrasts sharply with its competitors’ gains, despite the company’s attempts at strategic pivots.