4 ms·

I’m very curious as to what the American likely pending increased scheme of tariffs will do for intel. It seems like they could plausibly be the vastly cheaper

I’m very curious as to what the American likely pending increased scheme of tariffs will do for intel. It seems like they could plausibly be the vastly cheaper option by this time next year for US residents.

ineedaj0b 2y ago
i've read extensively on trump and watched a lot of interviews with him. he's hard to pin down, his speaking style is... interesting from what i gather he uses 'tariffs' like threats. but does not want to tariff actually. two guys are bargaining for who gets to use a public fairgrounds. it's trump and some European guy. the fairgrounds are public, there should be no charge. trump will say "i will kick you in the foot every time you use these fairgrounds when i want them". the European will object, "that's not fair! that's bad business! it's a public fairground we all agree it's fair use". trump will reiterate that he does not care, he will kick you. the European can either agree or trump will stomp the foot. if trump agrees with all the economists that tariffs are bad business and never implements them, he'll never get a deal. he has to credibly threaten tariffs to have bargaining power. he's very convincing doing this personally, i believe the the amount of tariffs will be smaller than most people expect. but i wouldn't be surprised if i'm wrong.
isthatafact 2y ago
Intel also outsources to TSMC, I believe for most consumer chips, so not really very different from AMD. And I guess the trump tariffs would be mainly aimed at China not to CPUs made in Taiwan. You may be referring to Intel future plans to use their own factories again with 18A, but I had the impression from the tech press that 18A volume will not be so great until 2026 (assuming things go well). Besides that, Intel is not known for selling chips cheaply, so I would expect them to also increase prices if tariffs force their competitors to do so.

ineedaj0b 2y ago

i've read extensively on trump and watched a lot of interviews with him. he's hard to pin down, his speaking style is... interesting from what i gather he uses 'tariffs' like threats. but does not want to tariff actually. two guys are bargaining for who gets to use a public fairgrounds. it's trump and some European guy. the fairgrounds are public, there should be no charge. trump will say "i will kick you in the foot every time you use these fairgrounds when i want them". the European will object, "that's not fair! that's bad business! it's a public fairground we all agree it's fair use". trump will reiterate that he does not care, he will kick you. the European can either agree or trump will stomp the foot. if trump agrees with all the economists that tariffs are bad business and never implements them, he'll never get a deal. he has to credibly threaten tariffs to have bargaining power. he's very convincing doing this personally, i believe the the amount of tariffs will be smaller than most people expect. but i wouldn't be surprised if i'm wrong.

isthatafact 2y ago

Intel also outsources to TSMC, I believe for most consumer chips, so not really very different from AMD. And I guess the trump tariffs would be mainly aimed at China not to CPUs made in Taiwan. You may be referring to Intel future plans to use their own factories again with 18A, but I had the impression from the tech press that 18A volume will not be so great until 2026 (assuming things go well). Besides that, Intel is not known for selling chips cheaply, so I would expect them to also increase prices if tariffs force their competitors to do so.