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U.S. Govt pushes Nvidia and Apple to use Intel's foundries

33 pointsby ivewonyoung8 months ago

7 comments

FrankWilhoit8 months ago
Which foundries are those? The ones that Intel are not going to finish because they can't be staffed? (Cover story: lack of demand). The ones for whose cost Intel received up-front, no-strings cash subsidies from U. S. taxpayers?
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jmclnx8 months ago
Technically is that even possible ? (I know nothing about chip manf)<p>I can see the US can probably force Apple to do that. Nvidia may be a tough sell unless the US puts an embargo on Nvidia. We know that won&#x27;t happen.
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__MatrixMan__8 months ago
Good luck with that. I&#x27;ve been a pretty vocal Apple critic for most of my life, but after seeing how much more energy efficient my work MacBook (i.e. Arm) was, I ended up getting one for myself (I just hold my nose about the window manager and live in the terminal instead).<p>Intel&#x27;s lack of drive to innovate comes through in consequential dimensions like battery life. No amount of &quot;made in USA&quot; stickers is going to address that.
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datavirtue8 months ago
This is all shaping up to look very ugly, on numerous levels. In any case, we should have fun day trading Intel on the headlines.
mensetmanusman8 months ago
The push can come from tariffs due to ~$50B trade deficit with Taiwan and ~$400B deficit with China.
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398968808 months ago
Isn’t TSMC building in the US?
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throwaway57528 months ago
There is nothing wrong here. Any country would like to have the jobs, and beyond that the advanced semiconductor supply chain has a long lead time to replicate and get skilled workforce trained at scale. This is exactly what the Sec. of Commerce should be doing, and the full title of the article,<i>&quot;U.S. Govt pushes Nvidia and Apple to use Intel&#x27;s foundries — Department of Commerce Secretary Raimondo makes appeal for US-based chip production&quot;</i>, gives a better picture of the dynamic here. The government is lobbying for more domestic semiconductor production, not compelling it.<p><i>When</i> China invades Taiwan it will be too late to have taken this step. See <a href="https:&#x2F;&#x2F;media.defense.gov&#x2F;2023&#x2F;Apr&#x2F;24&#x2F;2003205865&#x2F;-1&#x2F;-1&#x2F;1&#x2F;07-AMONSON%20%26%20EGLI_FEATURE%20IWD.PDF" rel="nofollow">https:&#x2F;&#x2F;media.defense.gov&#x2F;2023&#x2F;Apr&#x2F;24&#x2F;2003205865&#x2F;-1&#x2F;-1&#x2F;1&#x2F;07-...</a>, and <a href="https:&#x2F;&#x2F;global.upenn.edu&#x2F;perryworldhouse&#x2F;news&#x2F;japans-response-chinese-invasion-taiwan-four-year-outlook" rel="nofollow">https:&#x2F;&#x2F;global.upenn.edu&#x2F;perryworldhouse&#x2F;news&#x2F;japans-respons...</a>, et al. Advanced munitions require this capability. Xi is 71 years old now and has promised reunification, this conflict is inevitable and imminent.<p>The domestic (US) TSMC fabs are also a good step.
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