Intel stock collapse worsens as $3.5T chip rout spreads

Re:Intel stock collapse worsens as $3.5T chip rout spreads by Shitty-kitty on Monday November 02, 2026 @09:31PM (#50347256)

There isn't a single country in the world that can make advanced chips on its own. It takes machines, raw materials an chemicals from over a dozen different countries.

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Re:Intel stock collapse worsens as $3.5T chip rout spreads by cco on Monday November 02, 2026 @10:26PM (#50347666)

You're absolutely right! And that is why the last couple of years has been fascinating to watch from a geopolitical and trade standpoint.

Watching China push its weight around earlier in the year with REM and REE was crazy. The US, and the rest of the world for that matter, were brought to our knees. Germany's auto industry and weeks of chips left, the US started shipping F35's to allies _without_ radar. Truly astounding trade power to see.

Made it very clear to every nation that you must have a sovereign story to tell about chip manufacturing.

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Re:Intel stock collapse worsens as $3.5T chip rout spreads by pjc50 on Tuesday November 03, 2026 @04:57AM (#50350028)

> F35's to allies _without_ radar.

Alarm bell here: are you sure it's legal for the F35s to contain Chinese parts?

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Re:Intel stock collapse worsens as $3.5T chip rout spreads by expedition32 on Tuesday November 03, 2026 @05:36AM (#50350264)

Everyone always forgets ASML which suits the Netherlands just fine.

But there will come a day when that country needs to choose between China and the US.

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