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A comment on Hedge fund Third Point urges Intel to explore deal options. Parent comment

Re:Hedge fund Third Point urges Intel to explore deal options by modeless on Tuesday December 29, 2020 @03:29PM (#25574499)
They must win back the process advantage. It's existential for them, and important for the U.S. geopolitically.

Their fabs need more customers to justify the astronomical investment. They must expand their foundry business.

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Re:Hedge fund Third Point urges Intel to explore deal options by quiescant_dodo on Tuesday December 29, 2020 @03:52PM (#25574831)
If China encroaches on Taiwan, the US is economically obligated to intervene; losing access to TSMC would be a massive hit. (It seems that TSMC is getting increasingly-advanced over their competitors, but maybe that's just my media blindspot.)

I expect the federal government to take action here, probably by giving huge monetary incentives to Intel/AMD for creating a state-of-the-art fab in the US.

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Re:Hedge fund Third Point urges Intel to explore deal options by tacotacotaco on Tuesday December 29, 2020 @04:40PM (#25575382)
China has been hiring engineers from TSMC to make their own chips. https://asia.nikkei.com/Business/China-tech/China-hires-over...

TMSC is planning to build a fab factory in the US. https://www.forbes.com/sites/willyshih/2020/05/15/tsmcs-anno...

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