It seems like the US administration has been inclined towards reviving Intel's chip manufacturing business since the Biden era, trying to convince the likes of AMD and NVIDIA.
Intel Needs Concrete Steps From The US Government To Revive Its Chipmaking Capabilities
When it comes to America and chips, there's always a question in mind: If TSMC can satisfy the needs of producing chips domestically, what's the point of giving attention to Intel? While there are several answers to this, one of the most viable ones includes Team Blue's deep-rooted history with America, particularly when it comes to being one of the first to create high-end chips on the nation's soil. Now that Intel is in desperate times, the US administrations, including the current and former ones, have made efforts to uplift Intel's chip business.
Biden officials, for example, tried to get companies like Nvidia and Advanced Micro Devices Inc. to consider using Intel as a manufacturing partner, and also explored long-shot ideas like a tie-up between Intel and GlobalFoundries Inc.
- Bloomberg
The idea floating over the internet that the Trump administration needs to convince Big Tech to buy chips from the US has already been done by the Biden administration, as the latter tried to persuade the likes of NVIDIA and AMD to acquire chips from Intel back a few years ago. The main reason why companies cannot invest in Intel right now is that Team Blue doesn't have the adequate capacity required by such clients, and more importantly, NVIDIA and others have long-term contracts with TSMC.
For now, Big Tech doesn't seem interested in getting its chip needs from Intel, but recently, we reported on how SoftBank has acquired a decent stake in the company. Based on our estimates, the investment might be a precursor to a potential collaboration with ARM on full-scale solutions, where 18A might be employed. Team Blue recently showcased a reference non-x86 SoC employing a third-party IP, and there were hints about ARM being onboard.
The USG needs to make Intel's revival a priority since it is far more essential than aiding TSMC and others in setting up facilities in America. Efforts are being made, but there's still a lot to do.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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