chip manufacturing factory Intel reached an agreement with the US government, which will spend $8.9 billion to acquire approximately 9.9% of Intel's shares. Semiconductor industry experts said that Intel's short-term financial crisis is expe...
chip manufacturing factory Intel reached an agreement with the US government, which will spend $8.9 billion to acquire approximately 9.9% of Intel's shares. Semiconductor industry experts said that Intel's short-term financial crisis is expected to be lifted at a certain time. Intel, Taiwan Power and Samsung will stand on different balances. Taiwan Power and Samsung are unlikely to seek fairness, but it is not easy for Intel to follow Samsung, let alone threaten Taiwan Power.
Intel and the U.S. government agreement, $5.7 billion of the $8.9 billion investment is $5.7 billion from the US chip and science bill that has not yet been paid, and $3.2 billion in the security zone plan. The U.S. government acquired 433.3 billion shares of Intel's common stock at a discount of about $20.47 per share.
Semiconductor industry experts said that the Biden administration is attracting manufacturers to increase investment in the United States through the profit-added by the chip and science bill, and opposed the Trump administration's use of tax-related taxes to investigate semiconductor taxes and threaten manufacturers to invest in the United States.
Experts said that many countries such as Taiwan and Japan have introduced subsidy measures, hoping to achieve the goal of policy implementation through advantageous manufacturers. The nature of this measure is "icing on the outside". For example, the Japanese government has assisted the crystal OEM, Taiwan Power, to go to Kumamoto's investment factory, to help Japan's semiconductor industry revival.
Experts pointed out that the Trump administration's nature of converting the transfer of its stake in Intel is a "timely help", because based on national security considerations, the United States cannot only rely on foreign businessmen TECHNOLOG and Samsung in terms of semiconductor advanced processes, so it has to rescue local manufacturer Intel.
In addition, considering the financial situation of various manufacturers, experts say that Intel is financially irresistible, Taiwan Electric is not short of money, Samsung is stable in finance, and expects that the US government will supplement the transfer of shares to only implement in Intel.
Experts said that the US government's stake will bring positive effects to Intel, which will not only help to resolve short-term financial problems, but will also be helpful in business order disputes. Intel is expected to enter the right track in funds and operations in the future.
Experts pointed out that with the US government's stake in Intel, the relationship between the two parties has indeed changed. Intel, NTD and Samsung will stand on different balances, and NTD and Samsung are unable to seek fairness. However, the US government's investment in Intel is not for investment compensation or for industry competition, but for medium- and long-term strategy purposes.
Experts said that Intel should first seek stability, then improve upwards. Reducing costs and reducing confusion are urgent. In the development of advanced processes in 18A and 14A, we should take advantage of some advantages, concentrate resources to improve yields, and improve AI chip products and activate mature process capabilities.
Regarding the impact of the US government's investment in Intel on Taiwan Power, experts believe that it is not easy for Intel to follow Samsung, let alone threaten Taiwan Power. Previously, the market has reported many times that the US government hopes that Taiwan will rescue Intel. After the US government acquires stake in Intel, Taiwan should be exempt from interference from this kind of noise in the short term.
Extended reading: The U.S. government invests US$8.9 billion in Intel and acquires 10% of its shares
