Intel CEO Pat Gelsinger said in a recent meeting with U.S. Commerce Secretary Gina Raimondo that he was disappointed with U.S. companies' heavy reliance on TSMC. In response, Raimondo publicly promoted the benefits of Intel and U.S. chip production at the meeting, thereby urging shareholders of technology giants such as Huida and Apple to realize the benefits of AI chips produced by U.S. foundries. (Preliminary summary: SoftBank’s cooperation with Intel AI chips has broken! It is said that Intel’s technology is not strong enough and it has contacted TSMC to resist NVIDIA) (Background supplement: Intel actually refused to invest in OpenAI” 1 billion magnesium + AI chips in exchange for 30% of the shares is too expensive, the Internet Laughing: Intel has no such fate) The former semiconductor giant Intel (Intel) is facing internal and external troubles, an existential crisis in its 56 years of existence. Due to poor financial reports, a large number of layoffs, and user class action lawsuits, Intel's stock price has plummeted 26% since the last quarter's financial report was announced at the beginning of this month. This year's cumulative decline has reached 59%, heading towards the lowest price in the past 10 years. Asking the U.S. Secretary of Commerce for help In order to survive this darkest moment, Intel is discussing various possible solutions: including splitting IC design and wafer manufacturing, abandoning some factory projects, potential mergers and acquisitions, etc. However, each plan is still in the early stages of discussion and no decisions have been made. It is expected to be discussed at Intel's board of directors in September. Current CEO Kissinger recently expressed his frustration with U.S. companies' heavy reliance on TSMC during a meeting with U.S. Commerce Secretary Gina Raimondo. Perhaps it was candy for noisy children, but Raimondo later went out of his way to promote the benefits of Intel and American chip production at public meetings. According to people familiar with the matter, Raimondo’s main purpose is to hint to shareholders of technology giants such as Huida and Apple to help the development of local AI chips. Huang Renxun: TSMC can be abandoned if necessary. We know that Huida produces almost all of its advanced chips at TSMC. At the same time, TSMC is also a major manufacturer of AMD, Apple, Amazon and Google. However, Taiwan's geopolitical issues have been the focus of global attention for many years, and this risk has gradually increased in recent years, which has also brought huge risks to the US chip industry. In this regard, Huida CEO Huang Renxun also said at the Goldman Sachs Communications Conference on the 11th when asked about Taiwan-related geopolitical risks and countermeasures that Huida has the ability to switch from TSMC to other wafer factories: TSMC’s sensitivity, and The ability to respond to our needs is incredible. We chose them because they are really excellent, but if necessary, we can of course use other suppliers. At the same time, Huida has developed most of its own technology and has the ability to transfer orders to other suppliers, but this change may Resulting in a decline in chip quality. Extended reading: Intel survives! Is it rumored that Intel's IC design and wafer foundry business will be "spun off or sold", which may be detrimental to TSMC? Related reports: Intel’s survival critical moment》Semiconductor tycoon Chen Liwu resigned from Intel’s board of directors, dissatisfied with too few layoffs? How happy are Intel engineers? Employees revealed: The working hours are less than half of TSMC, but the salary is more. Intel is trying to survive! Is it rumored that Intel’s IC design and foundry business will be “spin-off or sold”, which may be detrimental to TSMC? "The U.S. government "supports Intel" to promote the localization of AI chips. Jen-Hsun Huang: TSMC is good but not the only one." This article was first published in BlockTempo's "Dongqu Trend - the most influential blockchain news media".

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