| | | I understood the prior thread, but new facts have been introduced which may or may not change the result: government now becoming INTC largest shareholder and having the ability to suggest/order/incentivise/ companies.
"Rasgon said the White House's next step may be to encourage or force customers into Intel's arms, a futile endeavor should it come to pass." From: Intel Makes US Government Largest Shareholder in Deal That Fails to Address Biggest Need. MT Newswires - 12:04PM ET, 08/26/2025 - can't post the link.
Previously, QCOM made fab decisions based upon the free market's ability to meet its needs; therefore, cutting INTC out. Now, a Plan B needs to be sketched out in light of the new type of capitalism unfolding in front of our eyes.
So, assume this scenario (and these scenarios are limited only by the imagination): TSMC US factories are sold-out (maybe NVIDIA buys the capacity, maybe Apple) [according to reports, this is true], a tariff of 100% [pick a number, but its purpose is to force companies to use INTC] is imposed on all non-US manufactured chips [already threatened], an export "fee" is imposed on all US companies making chips abroad if US companies arent fabricating those chips [lets make it 15% like AMD and NVIDIA].
What are QCOM'S options? One is somehow to use INTC, and I'm sure there are other options.
[A month ago, I couldn't dream of any of this - or any single segment - happening; but here we are, in a land where Bernie Sanders and the President are rowing the boat in the same direction.] |
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