←back to thread

U.S. government takes 10% stake in Intel

(www.cnbc.com)
607 points givemeethekeys | 2 comments | 22 Aug 25 21:01 UTC | HN request time: 0.577s | source
Show context
cuttothechase ◴[22 Aug 25 21:31 UTC] No.44990065[source]▶
Genuine question-

How does Govt picking winners and losers going to help?

Intel is no Too big to fail Bank. Why save Intel of all chip manufacturers? Wouldnt it be like 25 years too late, with Intel and its heydays !?

Would Govt now ensure parity by investing in "marquee" entities across different industrial domains?

replies(20): >>44990113 #>>44990135 #>>44990144 #>>44990162 #>>44990212 #>>44990285 #>>44990292 #>>44990294 #>>44990525 #>>44990551 #>>44990715 #>>44990722 #>>44991025 #>>44991107 #>>44991139 #>>44991204 #>>44991545 #>>44992843 #>>44993129 #>>45014149 #
miohtama ◴[22 Aug 25 21:52 UTC] No.44990294[source]▶
There is only 1 winner and 1 loser: Intel.

It's the only chip manufacturer "left" in the US. The argument is national security: the US expects China to invade Taiwan and this will kill TSMC in the process.

Whether this will happen or not can be debated, but this is what the government expects.

replies(10): >>44990357 #>>44990361 #>>44990445 #>>44990780 #>>44990783 #>>44991062 #>>44991225 #>>44991269 #>>44991441 #>>44991698 #
ac29 ◴[22 Aug 25 21:57 UTC] No.44990357[source]▶
> It's the only chip manufacturer "left" in the US

Global Foundries, Micron, and Texas Instruments all come to mind

replies(5): >>44990391 #>>44990628 #>>44990646 #>>44990985 #>>44992625 #
chneu ◴[22 Aug 25 22:26 UTC] No.44990646[source]▶
GF is a few nodes behind. Micron doesn't make semiconductors, they mostly make flash and whatnot. TI doesn't have the capacity or knowledge to expand to Intel's size/capacity
replies(2): >>44990879 #>>44991104 #
1. bink ◴[22 Aug 25 23:14 UTC] No.44991104[source]▶
> TI doesn't have the capacity or knowledge to expand to Intel's size/capacity

I mean, they might if Intel were allowed to fail.

replies(1): >>44992216 #
2. kragen ◴[23 Aug 25 01:45 UTC] No.44992216[source]▶
Much more likely that SMIC would, because TI isn't just 15 years behind; it also has the disadvantage of being in the US. See https://en.wikipedia.org/wiki/Semiconductor_industry_in_Chin... for a look at what it looks like where conditions are more favorable.