Taiwan Semiconductor Manufacturing Co. (TSMC) and Broadcom—are each weighing the possibility of buying part of Intel, another competitor in the space. Both Intel and the Trump administration are apparently interested in making a deal.

People are impatient for Intel to get fixed, and have been for many years. Weird deal after weird deal keeps coming out of the rumor mill, and now we have

TSMC could address Mr. Trump’s demands by simply building more manufacturing capacity in the United States, said Stacy Rasgon, a semiconductor analyst at Bernstein Research. TSMC, which received up to $6.6 billion in grants from the CHIPS Act, is building three factories in Arizona and has the ability to expand there.