| | | Intel, and the government taking a stake in the company.
Hmmmm, lets see.
Isn't Intel's main competitor AMD? Intel designs and fabs it's own processors, AMD designs processors and TSMC fabs them, right?
QCOM is entering the processor space, at the low end, and QCOM is similar to AMD - QCOM designs processors and TSMC fabs them.
So......the government could favor Intel, take a stake in Intel, and then say .........what?
PCs and servers which have processors fabbed overseas (by TSMC or whomever) incur a 50% tariff on the value of the processor. Something like that. Then, AMD and QCOM have the financial incentive to fab their processors in the USA by ...... Intel, Samsung (Arizona) or TSMC (Arizona), or pay the tariff.
Is this the best way to reshore semiconductor fabrication?
The thing is there are (I think) very few semiconductors that are made overseas, and imported into the USA as discrete chips. They are made overseas, and tested overseas, packaged overseas, assembled into some final device overseas, and then the device (PC, cell phone, appliance, server, Solid State Drive, game console, whatever...) is imported to the USA. Just tariff the device if you want the entire process brought back onshore, and kill the stinking global electronics industry for a few years while companies try to figure out what to do as the rules change each month, and cause inflation in electronics, and then, well, your term is over. |
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