One rumor is that TSMC is working with the Federal and State Government to better secure the semiconductor supply chain in the United States. The US Government is finally putting up some money to offset costs of semiconductor manufacturing in the US.
Another rumor, which I may have started, is that TSMC and Intel are already working together in Arizona. Arizona is Intel’s home court so is it a coincidence that TSMC is landing there? Another coincidence, Intel is discussing outsourcing designs to a foundry, a decision to be made by the end of the year according to Intel CEO Bob Swan. I’m sorry but I really don’t believe in coincidence especially when it comes to TSMC. TSMC management is the best this industry has seen in decades so this storyline is all about TSMC.
Source: Are TSMC and Intel Partnering in Arizona? – SemiWiki