| | | Bonefish, Who's benefited from the chip act so far? The usual suspects. Intel, TSMC, Micron, Samsung, TI, etc.
Even GlobalFoundries (AMD's former fabs) now wants to build a fab here.
There are also smaller players who are benefitting from CHIPS, including one that I follow, Microchip Technology Inc. (However, Microchip is in trouble, and they recently rescinded their application for CHIPS funding.)
If Trump kills CHIPS, some of the weaker players may also fall away just like Microchip. For example, why would GlobalFoundries want to continue building a new fab here without government subsidies?
One could argue that CHIPS was nothing more than corporate welfare, but when did that concept ever stop Trump?
Domestic semiconductor manufacturing is also a security issue. It's the new steel. Trump is a complete idiot for ignoring that.
Tenchusatsu |
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