I respect and like Intel, but even with my biases I am nonetheless mildly annoyed as a tax payer that we paid so much into CHIPS to still end up losing the silicon wars to Taiwan/China.
I want my tax dollars back.
I want my tax dollars back.
Did you earnestly expect any other outcome? TSMC has the customers, the trained personnel, the connections with ASML and the supply chain worked out. Unless the US airlifted TSMC to American soil, there's no reality where we open a factory and a year later it becomes the best in the world. It's pretty obvious that this investment is a hedged bet in geopolitical tensions going sideways, and being able to recover when it does.
Nope. We already lost the war years ago before it even began, no amount of throwing money at this war was going to snatch victory from the bowels of defeat. CHIPS was a stupid waste of money at the outset and it is still a stupid waste of money after the fact because it arrived too late.
But that doesn't change my sentiment as a tax payer that I want my tax dollars back. Even moreso because Intel is now gutting their R&D when their problem is they are behind in R&D.
The only playbook is to defend Taiwan like they're the last hope for the American economy. Obviously investing in Intel won't go anywhere even in the best-case scenario, so the only logical option is to defend Taiwan and the status-quo.
One fab can cost $20 billion.
How could they have prevented those expenses?
They've finally introduced lower power gaming chips.
Hopefully they build fabs here, and we alleviate the supply chain blockade and competitive obstruction by fabricating chips out of graphene and other forms of carbon.