PC Ekspert Forum - View Single Post

The Exiled · 14.12.2024., 18:49

IMHO najveći zajeb je u tome da ostali koji dobivaju CHIPS sreCtva konkretno te nofce i iskorištavaju za namjenu koja im je predviđena. TSMC je svoje odradil za fabriku u Arizoni i ta mašinerija već neveliko radi. Jedini koji kaska za svima u svemu je Intel, a bome i ostale firme su mimo poticaja i subvencija dodatno uložile svoje nofce, jer ovo kaj im država daje je samo manji dio, dok Intelu treba puno više od toga, jer svojih novaca više nemaju u izobilju. Spomenul sam u jednom od prijašnjih postova da je Intel situacija u rangu naših brodogradilišta i bojim se da svakim danom sve izglednija.

Citiraj:

US finalizes $7.86 billion chips manufacturing award for Intel

Citiraj:

Intel's $7.86 billion CHIPS Act grant forbids selling its Foundry business

Citiraj:

When Intel announced the completion of its $7.86 billion CHIPS Act grant from the Biden-Harris administration on Tuesday, we assumed some special terms were tied to the grant. Intel is essentially making a law-abiding promise to the US government that it will not sell its stake in the Intel Foundry unit under any circumstances, even if it manages to become an independent entity. This ensures that Intel is the major voting party in any event. Intel disclosed in a regulatory document that if Intel Foundry becomes its own private entity, Intel must maintain majority control with at least 50.1% ownership to keep its subsidy agreements. Additionally, if Intel Foundry goes public in the future, no single investor would be allowed to acquire more than 35% of shares unless Intel remains the largest shareholder, as this would trigger control-change clauses.

This essentially positions Intel Foundry as too big and too important of a unit to fail, both for Intel and the US government. Given Intel's ties with the US Department of Defense, with up to $3 billion in direct funding under the CHIPS and Science Act for the Secure Enclave program, Intel is vital for providing the US government with advanced semiconductor manufacturing. Strategically, Intel Foundry is the sole US-based company that competes with advanced manufacturing companies such as TSMC and Samsung. Even with TSMC and Samsung driving investments on US soil with advanced fabs, Intel's work with the government requires additional safety and secrecy clearances that only a US firm could provide. In the latest Q3 2024 financial results, Intel Foundry recorded a revenue of $4.4 billion with $5.8 billion in losses. While the operating marking of negative 134.3% seems like a disaster, upcoming quarters will bring it to a positive with more customers and using already developed nodes like 18A.

Izvor: TechPowerUp + Reuters

Citiraj:

Intel might be too big to fail — Washington policymakers are already discussing potential solutions if the chipmaker cannot recover

Citiraj:

American lawmakers have quietly been discussing options on how they could help Intel get back on its feet should its financial situation deteriorate. It should be noted, though, that these are just precautionary discussions of backup plans in case the company folds. These discussions show how much Washington, D.C. values Intel, primarily as the U.S. competes with China for global dominance in advanced technologies. Although both AMD and nVidia, semiconductor giants in their rights, are also American companies, Intel is the only one that both designs and manufactures chips.

If Intel were to fail, the U.S. would have to rely on TSMC and Samsung to make its most advanced chips. Even though both of these companies already have fabs in the U.S., they only provide a fraction of their total output. Furthermore, although both companies have headquarters based in allied countries, South Korea and Taiwan are at risk because of their proximity to China. Another reason why the Capitol and the White House wouldn’t want to see Intel fail is because it’s one of America’s top exporters, with its export revenue in 2023 exceeding $40 billion. Aside from that, the company is also working with the Pentagon’s Secure Enclave program to build leading-edge chips for the military, making it crucial for the country’s economy and security. It’s also a major employer — even though it’s in the process of laying off over 16,000 people, it still has over 120,000 employees on its payroll.

However, sources say policymakers are shying away from lump sum bailout payments as the White House did for Chrysler and General Motors in 2008. Instead, one of the solutions they’re considering is a government-encouraged private-sector merger, potentially with other Intel rivals like AMD or Marvell. After all, there have already been some rumors that Arm and Qualcomm are allegedly interested in acquiring a part or all of Intel—but some experts say that breaking up Intel will not do anyone good. Whatever the case, let’s hope that Intel will not get into a position where it would require federal assistance to ensure its survival.

If everything goes according to plan, Intel should be able to pick itself up and compete again. Still, it wouldn’t hurt the American government to have a backup plan ready if something else goes wrong.

Izvor: Tom's Hardware