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US Intel

(stratechery.com)
539 points maguay | 1 comments | | HN request time: 0.213s | source
1. 2OEH8eoCRo0 ◴[] No.45033368[source]
> Intel fell behind TSMC, who was powered by massive orders from Apple in particular

> the China concerns are real, Intel Foundry needs a guarantee of existence to even court customers, and there really is no coming back from an exit. There won’t be a startup to fill Intel’s place. The U.S. will be completely dependent on foreign companies for the most important products on earth, and while everything may seem fine for the next five, ten, or even fifteen years, the seeds of that failure will eventually sprout, just like those 2007 seeds sprouted for Intel over the last couple of years. The only difference is that the repercussions of this failure will be catastrophic not for the U.S.’s leading semiconductor company, but for the U.S. itself.