In a possible major transformation of America and American industrial policy, the Trump administration is actively studying a plan to buy a direct share in IntelOne of the world’s largest and most important slide makers and the last goal of the bad criticism of the president himself. This revelation, Bloomberg mentioned for the first timeIt caused an immediate increase in Intel shares – on charges of up to 8.9 % in trading late Thursday, as investors responded to the possibility of government intervention and support for the besieged company.
This type of direct government investment in the technology giant represents a remarkable exit from the most obvious approach that almost all previous US administrations prefer. Traditionally, the federal support for the chips industry came mainly in the form of grants or subsidies, such as that designated under the Chips Law. Trump’s approach appears to prefer direct stock classes, echoing the recent White House movements in other sectors, such as the federal government that takes. “Golden sessionWhile Nippon Steel is allowed to obtain US steel, and the Defense Ministry purchases $ 400 million in favorite stocks in MP materialsA rare mineral worker.
Motivates and political context
The logical basis for this step focuses on promoting American technological independence, as Intel was the only major conductor company that produces advanced chips on a large scale inside the United States from its great designer planned in Ohio-which was announced in 2022 as an investment of $ 20 billion-confronting a $ 20 billion. Repeated delay amid conflicts To compete with global leaders such as TSMC and Samsung.
The semiconductor sector is increasingly seen as it is crucial to everything from smartphones to weapons. Trump critics Often he was martyred.State capitalism“But supporters argue direct support for Intel It is necessary for national securityTechnological leadership and economic growth, especially such as China, Taiwan and South Korea, pour resources into their chips industries.
The current situation in Intel
Intel was suffering from a series of setbacks. In 2024, 60 % of its value share it – A sharp decrease in its history. The company was absent from major opportunities in artificial intelligence chips, and its causative works, which aim to produce chips for other companies, struggling to win the main customers.
The new CEO of Intel, LIP-BU Tan, was named after the Council Bat Gilgringer overthrew last year In an attempt to accelerate a shift. Tan has already expanded the Ambassadors of the Ohio factory, which causes expansion and took a cautious approach to the demand. His previous investments in the semiconductor companies are criticized after a Investigation of a Reuters bomb in AprilTo the extent that President Trump has publicly called for his resignation last week because of allegations that Tan was.Very conflicting“With his relationships with Chinese entities, Tan has since held a meeting with Trump at the White House, which Trump called.”Very interesting“Adding that Tan has” an amazing story. “People familiar with Bloomberg told the current investment plan from dishes talks.
Before Trump’s statement, four former Intel A. Suspension Exclusive to luckSaying that the company is likely to decline as the American champion of the chips. After the president’s statement, they are Chapter One of the basic works of Intel, which is essential for national security.
The former CEO of Intel Craig Barrett has since presented Suspension to luck On how to save the company, describing the “Cash Poor” and is unable to withstand the costs of “investments in the required capabilities in the future to replace (TSMC) or even a reasonable part of the TSMC capacity.” Barrett added that Intel may need a cash pump of about $ 40 billion to be a competition. “Realistically, the investment is 100 % of capital grants (chips) is unlikely that (the American government) is the savior.” Bloomberg mentioned later The Trump administration was considering using money from the chips law to partially finance at least purchasing a share in Intel, citing people familiar with this issue.
The White House and Intel did not respond luckComment requests.
For this story, luck The artificial intelligence is used to help with a preliminary draft. Check an editor of the accuracy of the information before publishing.
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