A new report out of Taiwan has revealed that the current US administration is tying the reduction on trade of trade tariffs on Taiwan to significant TSMC investment in the US. This investment includes a 49% stake in Intel.
  • sunbleachedfly@lemmygrad.mlEnglish
    7·
    22 days ago

    Intel is on the decline. From the company’s fab operations to consumer products, virtually every Intel department is taking a hit. This has shown in the company’s reported annual revenue figure, which has come down from a high of $79 billion in 2021 to $53 billion in 2024, is a massive 33% reduction.

    Intel is a vital part of the US’s plans regarding domestic semiconductor manufacturing. As such, the company has already received billions in federal grants. However, this funding has not solved Intel’s troubles, as the company has delayed its Ohio fab from an initial target of 2025 to 2030/31. A primary reason for this delay seems to be Intel’s efforts to preserve capital resources amidst a lack of significant help from the US CHIPS Act and outside partners.

    WOW. 33% reduction is wild. For the longest time I bought AMD chips simply because they were cheaper, had more options, & seemed to have similar performance. So I suppose that might be part of it.

    I also think that Intel had a lot of institutional backing, as many consumer PCs were shipped with Intel - including MacBooks, which broke their partnership in 2020 to build their own chips. I’m wondering if a similar thing happened with regular PCs.