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There's one condition in particular that I think should absolutely be part of this: a requirement that Intel offers foundry services on an ongoing basis and giv
by elihu 3y ago
There's one condition in particular that I think should absolutely be part of this: a requirement that Intel offers foundry services on an ongoing basis and giving equivalent access and prices to foundry customers as they give to their own internal customers.
Foundry services are a small part of Intel's business currently, but in the event TSMC is disrupted then Intel would have a near-monopoly on high-end chip manufacturing. Whether Intel is obligated to work with Nvidia, Apple, AMD, etc... could make the difference between those companies surviving or not.
It's in the interests of the American public that money ostensibly spent to mitigate the economic and technological fallout of something potentially happening to TSMC is actually effective at mitigating that risk in a sensible way, or if it's just a huge handout to Intel that they can happily use to dig a deeper moat around their business.