Schwab Analyst Says Intel (INTC), TSM Partnership Looks Realistic

Larry Ramer

Thu, Apr 10, 2025, 5:50 AM 2 min read

Taiwan Semi (TSM) "seems to beryllium a bully fit" for a associated task with Intel (INTC), Schwab Network Correspondent George Tsilis said recently.

An economist who worked for CME Group successful the past, Tsilis was besides a Financial Advisor for BMO, a Canadian bank.

Tsilis besides weighed successful connected the banal market's outlook successful his caller appearance.

A technician soldering components for a semiconductor board.

TSM, Intel Would Be Good Partners, Tsilis Suggests

Taiwan Semi and Intel are expected to motorboat a associated task that would let TSM to utilize the American firm's manufacturing capableness successful the U.S., Tsilis said.

Such a associated task would marque consciousness for TSM, the expert stated. What's more, the Biden medication created fiscal incentives for companies to marque chips successful the U.S., and the Trump medication is pushing firms to motorboat high-end factories successful America, Tsilis said.

Stock Markets May Not Regain Their Highs Anytime Soon, Tsilis Says

If the Trump medication rectifies its "policy errors" by lowering tariffs, the marketplace volition rebound further, Tsilis said.

However, adjacent if specified a script materializes, "consumer sentiment whitethorn beryllium weak," and analysts' estimates for firm profits could drop, causing investors to stay worried, helium warned.

In airy of the second points, the marketplace whitethorn not regain its anterior highs for immoderate time, helium believes.

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