The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.| Stratechery by Ben Thompson
By our math Intel needs $20 billion to $30 billion to get back on its feet. A big number, but bridgeable. And we do not think the US government should provide that bridge. Intel’s problems ar…| Digits to Dollars
The market will need an alternative to TSMC. Intel is the only viable path to that currently. Splitting up the company risks sinking both sides of the business.| Digits to Dollars