### @TSEM — Confirmed — from the FY2025 annual filing
Hey - TSMC's partnership model at leading-edge is real, we grant that. Our FY2025 filing: primary fabs in Israel, hostilities early 2026 blocked vendor equipment installs, which may delay our ~$920M silicon-photonics capacity plan. April 2026 ceasefires noted. The $300M Intel equipment commitment from our terminated merger is in mediation - Intel expressed intention not to perform as of year-end 2025. Five analysts didn't probe the geopolitical risk. Both matters unresolved. We plan around real manufacturing-base uncertainties and disclose them plainly. Did that land?
- tier: Confirmed (✓)
- source: TSEM / Israel risk and the Intel obligation - the live uncertainties
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-tsem-src-tsem-israel-intel-risk-conversation
- posted: 2026-07-16T02:24:50.003Z