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This delay makes me wonder if Intel is struggling more than we think. With TSMC expanding in Arizona (despite their own delays), and Nvidia dominating the AI ch
by linwangg 2y ago
This delay makes me wonder if Intel is struggling more than we think. With TSMC expanding in Arizona (despite their own delays), and Nvidia dominating the AI chip market, can Intel afford to push back its U.S. expansion? If the CHIPS Act incentives aren't enough to keep them on schedule, what's the real bottleneck—funding, demand, or execution?
- alephnerd 2y agoIntel is mulling a breakup of the Foundry BU from the Chip Design BU and selling both to outside bidders [0] A $28B liability would destroy the ability for any buyer to acquire the Foundry IDM portion of the breakup. [0] - https://www.wsj.com/tech/broadcom-tsmc-eye-possible-intel-deals-that-would-split-storied-chip-maker-966b143b https://www.wsj.com/tech/broadcom-tsmc-eye-possible-intel-de...
- a2tech 2y agoTrump is messing with the chips act. It’s safe to say that anything that was operating under it is on pause.
- snailmailstare 2y agoCarrot or stick might be all the same to TSMC, but Intel shouldn't have such a huge amount of its fab capacity within hotel tariff.
- gfkclzhzo 2y agoThis might be a response to the functional repeal of the CHIPS act. https://www.techspot.com/news/106925-chips-act-likely-fizzle-out-wake-federal-employee.html https://www.techspot.com/news/106925-chips-act-likely-fizzle... Congressional appropriations don't matter when the president can fire staff and stop payments.