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this post was submitted on 10 Aug 2025
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Technology
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IMO, Intel is circling the drain and will die without intervention. And their death will have some pretty crazy ramifications.
If the US had competent leaders, they’d realize Intel was important to global security, and they’d come up with some sort of way to break up the fab and design business.
No one wants to send their designs to Intel’s fab because they don’t want Intel to copy their homework. That’s why Intel’s design competitors use TSMC. And TSMC scales faster because of increased money and experience.
Trump's 100% tariffs on chips made outside the USA is puzzling. It it an attempt to force Intel, who do make chips in the USA, to become more competitive just through bullying everyone? Or does he know it will just cause more trouble and is he trying to drive Intel into the ground for revenge because they took Biden's money? Why is he also demanding that Intel's CEO resign? Does none of it make sense because Trump is a crazy old narcissist who has lost touch with reality and is now losing his mind?
Trump loooves to take action. Coherent plan or direction is irrelevant.
Good luck US, still some to go.
Point 3 of Umberto Eco’s traits of ur-fascism.
Right? Good Luck America. FAFO.
Thanks
there is no real rationale. Trump is all impulse, no long range thinking/planning.
The tariff thing just shows that Trump doesn’t understand why people use TSMC. TSMC doesn’t have a brand of chips that they sell, and they can’t copy your designs.
Companies don’t manufacture with Intel because Intel isn’t just their manufacturer, it’s their competitor. Also, Intel’s fab is now behind the curve. It literally can’t manufacture some of the shit Apple and Nvidia want.
Trump sees a rash and is prescribing cortisone cream. But the skin irritation is from melanoma.
There's no way politicians will let one of the most important chip manufacturers die. If push comes to shove, they'll get subsidies
.... Have you seen the competence of the politicians on display in the US right now?
sure, but if the us doesn't china will.
China will subsidize Intel?
Intel can go anywhere. To the highest bidder and the lowest cost.
States can control who companies do business with, and also who buys and sells them.
I'd be surprised if the US let any foreign actor buy Intel, and pretty sure specifically US chip companies (production, design, and IP) are barred from doing most kinds of business with China.
This is the admin that allowed Japan to buy US Steel, which the previous admin had not allowed, WHILE also putting tariffs on steel to attempt to force domestic steel manufacturing to be competitive... it's inconsistent, and doesn't bode well for other such domestic industries.
Didn't the orange one threaten tsmc to buy 49% of Intel or will get higher tariffs?
Probably not, but these morons will probably wait until too much damage is done. They’re shortsighted AF.
or they will just move overseas.