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Listen, I absolutely get it.Intelhas not had a good second half of 2024.
It has had to lay off over 100,000 people in cost-saving measures in recent months.
It’s still a very successful company that produces great products.
Ultimately, we are not going to see 15-20% gains gen-on-gen with general-use processors anymore.
America first
What does Intel mean for the US economy and military?
TSMC has exactly one semiconductor foundry in the US, in Arizona.
Yeah, that’s a problem for the US.
As such, Intel is never going to be bought out by a foreign company.
It’s a fundamental national security issue that no American president or Congress will accept.
Intel will be fully nationalized before that ever happens.
What about American companies buying Intel?
So, what about an American company buying Intel?
That still keeps those chips in the US, right?
Intel’s competition helps keep Intel sharp.
It just won’t happen.
So what will happen then?
First off, stop looking at Intel like any other stock on the Nasdaq or Dow Jones.
They produce America’s weapons, and so every American government will always buy their products.
Intel itself started off in a similar situation.
