There was a precedent when he said the curios had to sell his division in the United States under the prerequisite to be a threat to national security. A window of an opportunity that has not yet been closed to communicate digital platforms in Europe, though Trump has changed his mind. He suspected China could use a spy and manipulating platform. We know they have done it since 2013. The US Government has now transformed one of the subsidies of the law on chips into a joint -stock company into 9.9% Intel, through an agreement that includes an additional 5% purchase option in the next five years. Senator Rand Paul accused him of socialism, and Bernie Sanders proved him correctly.
Everything is well done. Until recently, Intel was the main manufacturer of the processor on the planet. When everyone first put the computer at home, there were only two options: all PCs were transporting Intel chips (Pentium, and then the core), while Apple used only PowerPC. His prestige and popularity summit took place in 2005 when Steve Jobs announced that Apple had gone to Intel because Powerpc is not enough power. The number one lesson from the technological monopoly guide: there is always someone younger and hungry on the stairs. The summit is protectionist, it is not prone to innovation.
In the last decade, TSMC and Samsung have developed more efficient production systems and has taken cheaper chips, more powerful and fastest for many key firms. Intel was late to the mobile market and remained under AI’s borders when the laboratories found that Nvidia video cards were more effective than Intel processors for training and generative models. Today he is a medium player who lost all wars: mobile, data centers and autonomous cars.
The company has started a global perestroika process, with thousands of layoffs and the closure of several factories and units, including cars, with a government that promised that US companies would produce in the US. In a geopolitical climate that puts a commercial relationship with Samsung in Korea and, above all, TSMC in Taiwan. Great Technology – Goggle, Apple, Meta, Amazon, Tesla and Microsoft – make chips for themselves. It is easier to help Intel produce chips, sufficiently advanced to guarantee competition in defense, telecommunications, data centers and artificial intelligence than maintain a new company from scratch. Biden Chipov’s law established direct subsidies to manufacturers to guarantee deliveries and increase technological sovereignty. Trump has made the most reasonable decision that turns help into state participation.
He made, selectively and whimsical, what Europe can do a deliberate and systematic way: to determine the critical infrastructure of the 21st century and to give them the necessary support necessary to release from capitalism, and to become platforms of progress that do not threaten the competitiveness of our companies, national security of the states, or mental health and privacy. Adjustment without access and sovereignty is nothing but wet paper. Trump teaches us two open windows: to chat our platforms and to chat our investments.
