Intel is the sole U.S. company capable of providing advanced logic manufacturing. Competitors like Samsung and TSMC are not planning to establish state of the art manufacturing in the U.S. U.S. customers such as Nvidia and Apple require a second source for product manufacturing to ensure pricing stability and supply security. Intel lacks the cash to invest in necessary growth and needs approximately $40 billion. Customer investments could provide the financial resources Intel requires, thus ensuring domestic supply and national security while leveraging negotiations with TSMC.
Intel is the only U.S. company capable of providing state of the art logic manufacturing, while Samsung and TSMC do not plan to bring their manufacturing to the U.S.
U.S. customers like Nvidia, Apple, and Google need to understand they require a second source for lead product manufacturing due to pricing and supply line security.
Intel is cash poor and can't afford to invest in the capacity needed to replace TSMC; they probably need a cash infusion of $40B to be competitive.
Customer investment in Intel is essential for a guaranteed supply and to strengthen national security; they should invest to create leverage against TSMC.
Collection
[
|
...
]