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US Intel (stratechery.com)

543 points by maguay · 335 days ago · 562 comments on HN

Article summary

The US government's decision to take a 10% stake in Intel has sparked debate, with some arguing it's a necessary move to ensure national security and others claiming it's a dangerous turn in American industrial policy. The article discusses the geopolitical implications of the US relying on Taiwan for advanced chip manufacturing and the potential risks of China's growing influence. The author argues that Intel's struggles are a result of decades-long decisions and that the US government's involvement may be necessary to support the company's foundry business. The investment is seen as a way to reduce dependence on foreign chip manufacturers and mitigate potential supply chain risks.

Main themes

  • US industrial policy
  • National security
  • Chip manufacturing
  • Geopolitics
  • Government intervention
  • Corporate governance

What commenters say

  • The US government's investment in Intel may not be enough to ensure the company's success, and the decision-making process is subject to political whims, making it unpredictable for businesses to rely on.
  • The government's involvement in Intel is a form of state capitalism, which can be seen as a departure from traditional capitalist principles and may lead to a lack of trust in the company.
  • The US needs to prioritize domestic chip manufacturing to reduce dependence on foreign suppliers and mitigate potential supply chain risks, and the investment in Intel is a step in the right direction.
  • The investment in Intel is not a guarantee of success, and the company's struggles are a result of its own decisions, making it questionable whether government intervention is the solution.
  • The government's actions are seen as a form of fascism, where the state and corporate power are merging, which can lead to a lack of accountability and transparency.
  • The US government's investment in Intel is a necessary evil to counter China's growing influence in the chip manufacturing industry and ensure national security.
  • The investment in Intel may stifle competition and innovation in the industry, as other companies may be discouraged from entering the market or investing in research and development.
  • The government's involvement in Intel raises questions about the role of the state in the economy and the potential for abuse of power, highlighting the need for careful consideration and oversight.