As Intel's Pat Gelsinger has stated, the United States should invest more in American chip factories rather than in its Asian rivals and not rely on factories in Taiwan or China. This would be the case for the TSMC and Samsung foundries.
One of the advantages that, according to Gelsinger, will give factories in the United States, is that national companies would give the country greater control of intellectual property. The idea of this push towards American factories is that the assembly line does not suffer if Taiwan changes its political position due to a possible intervention by China.
Intel fears that China will intervene in Taiwan and hinder the assembly process
Samsung Electronics announced last week that it will invest $ 17.000 billion to build a new chip factory in Texas. The US government has lobbied for semiconductor manufacturing to take place in the country. This followed Taiwan Semiconductor Manufacturing Co.'s announcement in June that it had begun construction of a $ 12.000 billion chip plant in Arizona.
Gelsinger, during a speech at the Fortune Brainstorm Tech conference in Half Moon Bay, commented that although US law should support Samsung and TSMC. He also believes it is necessary to invest more in US companies like Micron, Texas Instruments and Intel because that is where intellectual property is wanted. That legislation, the CHIPS Act, includes $ 52.000 billion earmarked for the US chip-making industry.
Part of Intel's push to build factories on US soil is instability in Taiwan, where China recently sent reconnaissance planes. In the event of political problems, the supply chain would suffer greatly and development and research would be left to the Asian country.
Source: Nikkei Asia