During the term of office of President Biden in the oval office, his administration emphasized the strengthening of investment in domestic production. One of the achievements of the administration arrived in 2022, when Biden signed the Law on Chips and Sciences -a law that seeks to invest $ 280 billion in the research and development and production of semiconductors here in the USA -u -u USU -in
In the last few years, Intelligence created as one of the greatest Chips users act funding. Considering the growing investment in artificial intelligence infrastructure (AI)-in data centers and chips-I predicted that Intel could be the winner of the great time under the new Trump administration-which, like its predecessor, focused on improving investment in domestic production.
However, the recent announcement from Taiwanese semiconductor product (Nyse: tsm) It makes me reconsider my cautious optimism around the Intel.
Let’s research the last Intel Flumpa and evaluate why the last announcement of the Taiwanese half could be a top checkmate move against its American foundry of the foundry.
Last year, Intel generated a total revenue of $ 53.1 billion. Although this was only 2% fall year after year, the results of the Livarian business were more alarming.
2024, Intel Foundry made $ 17.5 billion sales – which is less than 7% of the year. The foundry business is directly competing with the Taiwanese radius, which has almost 60% of the global ladder. Considering that Intel Foundry slows down faster than the whole business of the company, I am not too convinced that Intel proves that it can capture its long rivals.
In order to add salt to the wound, Intel has just announced that he is now delaying the opening of a new plant in Ohi by 2030. For reference, the plant was supposed to work between this year and 2026. She now pushed herself until the next decade.
March 4, Taiwan Semi announced that he is investing $ 100 billion in the US to build three additional production factories, two packaging factories ia research and development (R&D) Center. This investment comes to the heel from an existing $ 65 billion project in Arizona, where TSMC builds additional production capabilities.
TSMC investing now needs to help a company to strengthen operational relations with main customers, including Nvidia,, AMD,, Broadcoand Qualcomm.
Over the last few weeks, several technological giants in the magnificent group seven have announced his plans for investing in AI infrastructure in the next few years. On the surface, you might think that Intel could benefit from growing capital expenditures (Capex) from the largest AI -I -O -I associates. Instead, TSMC recorded Intel fights, and I see new company investments in the US in the US as a move that could further strengthen its already dominant pulse on the foundry.
