World War III could well happen with just one motivation at stake: semiconductors. The industry is moving so fast and at such a level that there are political tensions, a lot of money at stake and above all the subjugation of the losing nations. Intel is very clear on this and proof of this are the interesting statements from its CEO, Patrick Gelsinger, who openly asks his government for help in tackling rival companies / countries. It’s a fight between mentel vs Korea vs Taiwan In all the rules.
It was at the Fortune Brainstorm Technology Conference held in California where the current Intel CEO rushed in and mingled and talked about all kinds of topics including the military. Everything we’re about to read has a very clear background: Samsung’s impending semiconductor manufacturing facility in Taylor, TX is worth no less than $ 17 billion.
Intellectual property and dominance at stake is what Intel fears it will lose inside and outside the United States, but the question really is, why so afraid of intellectual property? Basically because the geopolitical situation is very hot right now and China is the epicenter of everything. The fall of Evergrande and the country’s energy and currency crisis are targeting Taiwan with TSMC in the lead.
Intel, Samsung and TSMC: IP, domain and semiconductors
In the words of Pat Gelsinger himself, what Intel is looking for is pretty clear:
“Do we want to own the intellectual property, the R&D and the tax flows associated with this or do we want them to go back to Asia? “
The statements are logically addressed to the Senate chamber and to President Joe Biden himself, where details of the so-called law are still being finalized. CHIPS for America, which we have already spoken about several times.
Samsung and TSMC are going to build FABs on American soil and behind that there are not only subsidies from the government itself, but behind the scenes Taiwan and South Korea are contributing huge sums of money , but this is just a protectionist movement by the United States. UU: Keep your friends close, but your enemies even closer.
Well, Pat Gelsinger pitches right and left with the geopolitical situation to suggest that this move, while legal, may not be so interesting since the Samsung factory received 4 billion in grants and TSMC will receive 205 million to start. Does it make sense to help “the enemy”? Gelsinger is clear:
Taiwan is not a stable place. Beijing sent 27 fighter planes at the Taiwan Air Defense Identification Zone this week. “Does it make us more comfortable or less?” “
Intel vs. Korea vs. Taiwan
It is well known that China wants to take over Taiwan for good and although the latter do not accept this fact and fight for their independence, the United States and Japan have their nets on the small island. Tension builds and Taiwan can explode at any time at the slightest mistake, so giving government grants to the enemy keeps Intel competing with corporations, but against countries:
“How to compete with a grant from 30 to 40%? Because it means that we are not competing with TSMC or Samsung, we are competing with Taiwan and Korea. Subsidies in China are even more important.
Intel recently announced that it will invest $ 20 billion in Ocotillo, Ariz. For its new manufacturing facility as part of its IDM 2.0 strategy, and although they have no funding at this time, they are hopeful that the CHIPS for America law will change that, in addition to providing millions to Micron and Texas Instruments, keys to the semiconductor industry from the Land of the Stars and Stripes.
