Intel: A World War 3 Hedge? - by Antonio Linares
substack.com · 6,060 words · saved by 1 readers
Deep Dive
Edited by Brian Birnbaum. 1.0 Intel is an Asset of Civilizational Importance 2.0 What AI Means for Intel 3.0 Culture and Catching Up with TSMC 3.1 Silicon Photonics: An Innovator´s Dilemma? 3.2 Structural Business Concerns and the Tower Acquisition 3.3 Foundry Locations and Capabilities 4.0 Financials 5.0 Conclusion The world needs chips like it needs water and the supply can be compromised any day now. Intel stands as the only alternative source of supply at scale. Taiwan Semiconductors produces ~1/3 of all new chips worldwide and nearly 100% of high-end chips. Its fabs are located…
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