$Intel (INTC.US)$ Going to role play with what to do with In...
Going to role play with what to do with Intel to make it survive the most economic way and possibly have the business(es) live into the future.
1) sell Altera for like 25-30b in cash ASAP. MRVL probably would be the buyer but they look cash strapped. MCHP/AVGO/NVDA? possible.
2) get STM / multiple car OEMS to get a very large stake in MBLY asap abv market continue the spin (think
MBLY CEO wants to stand alone) but accelerate the monetization.
MBLY CEO wants to stand alone) but accelerate the monetization.
3) sell fabless CPU to Broadcom. Hock tan is the man who can do the cuts and the company survives. In that process do a 10 year agreement to fab at IFS + include a WSPM agreement for Broadcom, including TPU/Switch/Custom, contingent on performance milestones. IE if nodes deliver they move volume over.
4) Pat gelsinger stays at Foundry. He’s the right tech ceo for the tech job, but isn’t the right guy to do cuts. Spin the debt to fabless w/ hock, who is good for the debt. Foundry does the one thing it must, make a god damn American process that is the best in the world bar none. IFS can buy the kingdom back if they do their job.
5) CHIPS act / Government is involved. A bit of incremental money, but importantly funnel every single wafer from defense + incentivize fabless to throw wafers at IFS.
Net that’s probably like what 50-100b dollars and as much support, and then IFS crushes 18A / 14A, and has a roadmap with the sexiest chips (Broadcom custom + defense) and the US has a standalone fab that prob won’t implode:
Downsides; everyone except for Hock might lose money lmao. Idk this isn’t a pursuit for the lighthearted.
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Space Dust : they played ball with the government and National security whipsawed multiple factories and open dates, and will be rewarded by the govt one way or the other. someday..
to 
.
while fools believe the west is actually withholding technology from the CCP.
read some military news articles, every branch is in the final planning stages of upgrading ALL their tech. Govt bean counters are calculating the costs.
when they announce huge contracts, this is when they reward they
or else a bailout.. national security and all
China knows that a few airstrikes in Taiwan hitting their precious factories, can within MINUTES bring down the giant albatross, the biggest liability in the entire US economy.
only a literal idiot would believe that China doesn't have a spy access to every bit of tech going through Taiwan. they have good spies.. puppets/politicians in government can't resist those female spies. through Nvidia FOMO , China has gained access to R&D for free
who buys any of it..?