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Intel stock spikes after report of possible u.s. government stake
Are we approaching China’s model on private companies, state-run companies?
The Chip Act was passed in 2022 to encourage domestic investment on semiconductor manufacturing. Results is mixed after 3 years that shows re-sourcing manufacturing is not easy, especially with the complex supply chain involved. It will take lots of investment to turn Intel foundry around and to catch up to the leading foundries. Minor stakes, in my opinion, are too little to move the needle.
@Sven said: "Are we approaching China’s model on private companies, state-run companies?"
I was wondering the same thing. You have to realize that Trump doesn't regard himself as the president of a democracy. He treats the United States of America as if the entire country is nothing more than his private company, to run and rule any damned way that he feels like. (Subject to change without notice, of course.)
With that mindset he regards the heads of all other countries as being similar "executives", and therefore "competitors". This explains his appreciation of other "executives" who run their countries in a similar manner.
Viewed from this perspective there's really no contradiction between his animus towards China as a competitor, and his admiration for certain aspects of Xi Jinping's leadership.
The same thing applies to Russia, North Korea, Saudi Arabia, and any other country with a leader of similar mindset.
It is too little and too late to catch up to TSMC. Intel failed to recognize new markets such as chipsets for cell phones, in particularly smart phones. Instead they focus on matured business such as PC and servers, which are rapidly commoditized.
State-run companies are subjected to corruption and inefficiency as shown in China’s construction industry. A number of concrete ghost cities were built so to keep up with the employment rates. Some of these companies are not delisted in their stock exchanges.
A wealth of investment information on emerging markets are available in the Seafarer fund website. Highly recommended.
Comments
The Chip Act was passed in 2022 to encourage domestic investment on semiconductor manufacturing. Results is mixed after 3 years that shows re-sourcing manufacturing is not easy, especially with the complex supply chain involved. It will take lots of investment to turn Intel foundry around and to catch up to the leading foundries. Minor stakes, in my opinion, are too little to move the needle.
I was wondering the same thing. You have to realize that Trump doesn't regard himself as the president of a democracy. He treats the United States of America as if the entire country is nothing more than his private company, to run and rule any damned way that he feels like. (Subject to change without notice, of course.)
With that mindset he regards the heads of all other countries as being similar "executives", and therefore "competitors". This explains his appreciation of other "executives" who run their countries in a similar manner.
Viewed from this perspective there's really no contradiction between his animus towards China as a competitor, and his admiration for certain aspects of Xi Jinping's leadership.
The same thing applies to Russia, North Korea, Saudi Arabia, and any other country with a leader of similar mindset.
https://msn.com/en-us/money/companies/intel-shares-rise-on-report-of-possible-us-government-stake/ar-AA1KAypH
It is too little and too late to catch up to TSMC. Intel failed to recognize new markets such as chipsets for cell phones, in particularly smart phones. Instead they focus on matured business such as PC and servers, which are rapidly commoditized.
State-run companies are subjected to corruption and inefficiency as shown in China’s construction industry. A number of concrete ghost cities were built so to keep up with the employment rates. Some of these companies are not delisted in their stock exchanges.
A wealth of investment information on emerging markets are available in the Seafarer fund website. Highly recommended.