The past few days have been chock-full of rumors and tidbits regarding Intel’s path forward, and the role, if any, that TSMC and Broadcom (AVGO) might play in salvaging the semiconductor industry’s quintessential white elephant. Now, Wall Street analysts are out in droves with their insights on this very fluid situation. Last week, Baird analyst Tristan Gerra cited “discussions from the Asia supply chain” in an investment note to suggest that Intel might be pivoting towards a closer collaboration with TSMC to get its struggling fabrication units off the ground. Specifically, Gerra pointed to a JV-like arrangement between Intel and […]
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