Onshoring chip manufacturing benefits Intel
The guest argued that geopolitical tensions with China and Taiwan will force the US to onshore semiconductor manufacturing, positioning Intel as the primary beneficiary due to its existing domestic fabrication facilities.
The argument
The guest noted that he previously highlighted Intel when it was trading at $20, based on the thesis that the US and Europe have virtually no other domestic leading-edge chip fabrication alternatives.
The thesis, stress-tested
✓ What validates it
- ✓Progress updates on Intel's domestic fab construction in the US and Europe
- ✓Government subsidies and funding allocations under the CHIPS Act
▸ Risks discussed
- ▸High capital intensity of building semiconductor fabs
- ▸Execution risks in bringing new fabrication plants online
Hear it yourself
"Intel, which I was which I wrote about when it was at $20, and I said, you know, this this trouble with China and Taiwan, America don't make no chips anymore. They're all in Taiwan, so they're going to have to onshore all the chip making."
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