That is filled with issues
- TSMC is already fabbing in arizona. Apple and AMD are booked next year – TSMC is basically making in america and actually with better margins than intel. fabs need volume. TSMC is a 100 pound gorilla in this. they can go 10 ten rounds while intel is struggling to do one round.
- The issue with intel is their margins. They can bring say 18nm to market, but what about the margins? They will need customers for that and what about volume? If they are that good, why is intel fabbing in tsmc? Example: Intel Lunar lake top two tiles are fabbed in TSMC (entire logic!). In light of this, can the govt force others to fab at intel? Highly unlikely.
- IMHO, if US govt is serious, they need to sacrifice design and take over foundry. Then, I believe they can nudge companies to use govt’s fabs. Until then, Intel cannot do design and then expect their competitors to fab with them. First force intel baba to use intel fabs for all their products!
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