Former Intel Board of Directors: The American champion is likely to decline, and we still need a pioneering dance manufacturer.

The manufacture of semiconductor has been manufactured for some time. One day a pioneer Intel It appears to leak from the race. The missing appointments, poor implementation, and a misleading strategy to retain manufacturing inside Intel also led to working as a cause of their competitors in Fables’s chips for customer scarcity. No recommendations (including those received from the four of us) have not been adopted to divide the Intel Museum and create a completely independent entity to provide its competitors, thus giving himself an opportunity to fight.

It seems that Intel has only a few external clients for its current technology (called 18A), and the CEO recently said on July 24 that “moving forward, our investments in … (the technology of the most advanced Intel operations, will be based on 14A) to the assertive customer obligations”, continuing a large -scale business model. Unwundiously, the CEO also announced the closure of his plans for German and Polish plants, which resulted in the delay of the proposed Ohio factory and a tremendous layoff. More discounts in spending will definitely follow.

All of these ads mean a gradual exit from the chips manufacturing work, and turns Intel to Fabless over time. Given that Intel’s internal demand is no longer enough to justify the continuous capital investment in leading technology, this may be the right strategy for Intel.

However, it is the wrong strategy of the United States. With the potential Intel retracting the manufacture of advanced chips, the future of America and the future of its leadership in artificial intelligence and all advanced electronics will be firmly in the hands of two companies: Taiwan manufacturing semiconductors (TSMC) and SamsungAnd based in two companies on the other side of the planet. TSMC is to a large extent the dominant player, as it controls more than 90 % of the most semiconductor manufacturer in the world. The Taiwanese chips manufacturer produces approximately 100 % of NVIDIA graphics processing units, which enable artificial intelligence. It also makes most chips for iPhone and 5G Communications.

While TSMC and Samsung have committed to building more plants in the United States, this will not solve the problem. None of the companies will bring the latest technology here. A new generation of chips must first be developed in a factory near the research and development teams. In the case of TSMC, this difference in Taiwan; Lamsung, South Korea. The only research and development team that has developed advanced obstetric techniques on American soil, fabricated in the latest factories owned by the United States, is Intel. But as Intel retreats, the future of America depends on artificial intelligence and other increasingly advanced technologies on one company, located on a stone’s goal from China from the mainland.

TSMC technological ingenuity is definitely impressive. Moreover, her promise to invest $ 100 billion in Arizona is worthy of praise. However, the truth is that we give TSMC a lot of strength to allocate the ability, pricing and human capital to push artificial intelligence to the future. In the case of Taiwan, the business risk is exacerbated by the clear geopolitical risks associated with its status. These dependencies are unbearable if the United States wants to protect economic and national security interests.

Fortunately, the Trump administration has dealt with enough cards to correct this clear weakness. The administration realizes that the United States needs advanced capabilities to make chips inside our country. To this end, under March 31, the President of the United States for Investment in the Ministry of Commerce established. It is responsible, among other things, to manage the chips program office. Billions are still unproductive from this congress program. Other billions of Intel may be retrieved, given their clear surrender in the race with TSMC. In addition to these billions, the Trump administration also extracted on July 22 from Japan to commit to investing more than $ 550 billion in the United States.

With chip money, Japanese partnership, and government investment – either directly or through Trump’s last executive order to create a sovereign wealth fund – the federal government has the opportunity to launch the “II Wrong Operation” and return America to the leading edge in the manufacture of chips. Speed is necessary: while reducing Intel and overcoming thousands of people, we lose and we will continue to lose the best people. Soon after, we will be without a vibrant foundation to build a new American -style American mastery, whose Intel’s assets are decisive.

This is a plan:

First, similar to the speed of the first process, the Trump administration must build a partnership between the public and private sectors, where future agents (for example, Nafidiaand Qualcommand Broadcomand Googleand Amazonand apple And others), Japanese investors such as Softbank, private stocks, supported by government financing and/or investment, will buy Intel’s Intel -manufacturing assets before there is no investment and rust of time makes them worthless and leaves the United States dangerously depends on a single manufacturer.

Second, the Trump administration was very effective in persuading the leading American companies to invest in the future of America. They must be encouraged to partnership and invest in a new American muse and buy from it. NVIDIA, Broadcom, Google and others may have refused the Intel offer, but they cannot easily refuse the opportunity to help create a separate local competitor and registered for TSMC. American companies want (and need) alternative sources of supply, and this plan can provide it.

The construction of a new American booster for advanced semiconductors is the best strategy to preserve the United States and American companies at the front edge of artificial intelligence and advanced electronics, and to ensure that critical supply chains are not disabled by geopolitics, epidemics or natural disasters. There is no time to waste it.

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