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They could buy Intel, inject the $ to build its new fabs (currently on hold), get its foundries up to TSMC level, and start manufacturing at least some of its M
by insane_dreamer 1y ago
They could buy Intel, inject the $ to build its new fabs (currently on hold), get its foundries up to TSMC level, and start manufacturing at least some of its M chips in the US.
Probably won't happen (and some people will say we should just let Intel fall), but wouldn't be the worst way to invest in the US. And would reduce dependency on Taiwan. And it fits with their vertical integration strategy.
- UncleOxidant 1y agoExactly this. If Apple and Nvidia each kicked in $50B to bring Intel up to TSMC level they'd have a secure domestic supplier thus minimizing their substantial geopolitical risk.