Summary

R The takeover of TSMC fabs by a single entity has raised concerns among former Intel directors, who believe it would lead to reduced competition and increased vulnerability to supply chain disruptions. In contrast, a fab spinoff to a consortium of companies is seen as a more viable option, as it would allow for collaboration and knowledge-sharing while maintaining diversity in the industry.A consortium model would also enable more efficient use of resources and expertise, ultimately benefiting the global semiconductor market.

However, it is crucial to address potential risks associated with such an arrangement, including the need foobust governance and conflict resolution mechanisms.Ultimately, a careful consideration of the pros and cons of each approach is necessary to ensure that any future decisions prioritize the long-term health and resilience of the industry.