Quote from: marcob on September 02, 2024, 02:37:03RIP intel they had a mediocre run
Everything will depend in reality on the future US administration, although in general on those who puppeteer both the "Democrats" and "Republicans" in reality. If they consider Intel "too big too fail" for geopolitical purposes, they will simply flood it with taxpayers' money, as they have cynically done more than once with the main large financial enterprises.
In the end, everything will be decided by the "deal" (or its impossibility) of the "deep" US power with TSMC or the ability of the Intel team to provide something similar in a qualified and economically advantageous manner on the territory of the US and other, still "safe" territories....
That is why TSMC is in no hurry to launch production in the US (apart from the obvious unfavorable long-term economic conditions, outside the context of China's seizure of Taiwan) - it is waiting for the formulation of some "rules" from the "deep" US government for the long term, most likely after November 2024, although in general the next circus with "elections" plays little role in this, which apparently have not yet been sufficiently outlined by them. Big business needs clear rules of the game observed by all players within the political bloc, in this case the "Western" one. And not a game of give-away in favor of some and to the detriment of others, which the aged founder of TSMC senses in his gut..