News Despite Intel's woes, the U.S. remains the leader of the semiconductor industry

[Admin]

With $264.6 billion in 2023 sales, the U.S. semiconductor industry remains the largest on the planet, and this will not change anytime soon.

Despite Intel's woes, the U.S. remains the leader of the semiconductor industry : Read more

 

[vanadiel007]

Part of the issue in my opinion is trade sanctions. They end up hurting both the consumer and the companies. I think this is a good example of that, that put countries like China and Russia into a frenzy of chip development, all state sponsored.

This will result in them taking over other well established chip designers like Intel, since Intel has to put their own money into it as opposed to Chinese companies who are basically getting access to unlimited R&D funds.

Keep your friends close, but your enemies closer.

 

[ottonis]

I don't think that Intel will actually fall. Intel is spending literally tons of money in new technology and production capacity and in the long run, this is money well spent. and will most certainly pay for itself: There is exponentially increasing demand for production capacities on all technological levels: nowadays, virtually every device has a microporcessor: cameras, audio devices, alarm bells, doors, heck, even lihgt bulbs, screens, TVs, cars and even the friggin refridgerator and what not. And the fabs Intel is currently building will employ state of the art tools and technology and not some 10 generations old tech .
So, what Intel needs is to stay on track and just do their thing.
Although I really despise Intel's malpractices of the past, they are still a relevant player in the x86 world and what we need as many great players as possible as competition drives innovation and the users usually beenfit from better products at lower prices.

 

[svengollie]

Its a copy of the auto industry sadly. We have a chips act in US, but the fabs getting money are mostly foreign so....we may increase wager starts from 8% and grow to 20% from the chips act but the money these fabs generate will not stay in US. A bmw built in USA keeps 6% of the sale price example of 75k and the rest is sent to Germany for their GDP. Yet the media will report all the AI chips being built here (no such thing yet as no ASIC mass produced AI only s/w, no AI firmware)....sure, IP is created here, like AMD but the MFG of AMD devices once a fab is built here, is sent to the sovereign wealth fund of Dubai.