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US Intel

(stratechery.com)
539 points maguay | 1 comments | | HN request time: 0.201s | source
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simne ◴[] No.45032660[source]
I really wonder, why so much noise about this case. I agree, semiconductors are extremely important in current world, but did you know, Volkswagen AG is partially owned by State of Lower Saxony (~ 11.8%)?

Also worth to remember cases of Rolls-Royce, Ericsson, and some other unfortunate Western companies, important for many humans, but once became unable to stay economically viable. (BTW it make me laugh, when I got info, Bentley now under WAG, when RR under BMW, as technically, they many decades was one entity)

WAG case is different from Intel case (and other I mention), but there are also many similarities, because of which I think, Intel case may be special for US, but is not too special for West.

And I think, such cases are bad, they are great shame, but also they are signs, we must do something, to make Western produced semiconductors more competitive.

https://en.wikipedia.org/wiki/Volkswagen_Group

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elliotto ◴[] No.45035200[source]
If Volkswagen goes under, the Lower Saxony government likely loses an income stream.

If Intel goes under, Taiwan becomes the battleground for WW3.

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simne ◴[] No.45040361[source]
Unfortunately, auto industry is core industry of modern economy for a long time. - Semiconductors and computers become core industry much later.

But core industries are just head of iceberg, you may not hear, typically 90% of iceberg are deep under water surface, very much like core vs non-core.

Any way, if large entity from core industry goes under, this could lead to killing domino effect for many "underwater" entities.

That is really big problem, which president Trump tried to avoid, when bought share of Intel.

And no, I disagree about battleground for now. What really important, really good strategists know, wars win by economy, not by military, as military could not withstand if they have not enough money for weapons and equipment.

So, basically, now US is stronger than China, so Chinese tops decide to not begin war which will not be profitable, while US is strong.

When and if China will feel competitive to US economically, they will be much more confident to begin war, so now the best what could do US tops to avoid war - to make China weaker and US stronger ECONOMICALLY.

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1. simne ◴[] No.45040463[source]
Current situation very similar to space race, which was started when Soviets launch first satellite in 1957, because ICBMs are basically space scale rockets.

Unfortunately, now China already could make space scale rockets, so competition moved to other space - to computers and semiconductors (and possible branch to nano-industry or bio-nano, or something similar).