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hluska 3 days ago

You’re proposing that the United States government force Apple to invest in Intel? Apple chose a different supplier than Intel; at this point it’s hard to consider Intel a competitor to TSMC but let’s pretend they are.

You have proposed a “free market” system in which if you choose the wrong competitor you can be forced to bail out the chosen one. The economics of that don’t work at all.

UncleOxidant 2 days ago | parent [-]

The free market is great if there are no discontinuities. However, being a greedy algorithm it's not great about planning ahead for things like geopolitical risk - such as some of the largest, most profitable companies putting the bulk of advanced CPU and GPU production in Taiwan. As such, if we're going to make adjustments so that we do try to plan ahead for potential disruption we need to incentivize companies that need fabs to produce their advanced devices to invest in some domestic production so that we're not over a barrel if China decides to invade Taiwan. I'd rather have Apple, Nvidia, AMD, Broadcom, etc. make some investment and take some ownership in Intel than for the US government to do it. This is essentially what Craig Barrett has been proposing as well.