The White House reportedly discussing taking a stake in Intel, sending shares climbing

[Daniel Nenni]

The Intel logo on a sign in front of Intel headquarters on July 16 in Santa Clara, California.
Justin Sullivan/Getty Images

The Trump administration is reportedly considering having the US government take a stake in Intel, a company that was once one of America’s most important tech giants but which has since fallen on hard times.

Following a meeting between President Donald Trump and Intel CEO Lip-Bu Tan this week, Bloomberg reported on Thursday that the two sides are discussing an unusual deal in which the government would pay for a stake in the company. The specifics are reportedly still being worked out.

The agreement could bolster the struggling chipmaker, which has fallen behind rivals after missing key technology waves. The White House also wants to help Intel follow through on plans to open a new US manufacturing facility in Ohio, which has been repeatedly delayed, according to Bloomberg. Intel shares (INTC) rose more than 7% on Thursday, jumping in late-day trading following Bloomberg’s report about the talks.

It’s unclear when or if such a deal might be inked. But if it were to happen, it could also serve as a model for other investments by the Trump administration, which has been weighing opportunities to take similar stakes in various US companies in critical industries, two people familiar with the White House discussions on the matter told CNN. Trump has been pushing to increase domestic manufacturing, especially of key tech products and components such as semiconductors and artificial intelligence data centers.

“Discussion about hypothetical deals should be regarded as speculation unless officially announced by the Administration,” White House spokesman Kush Desai said in a statement to CNN.

An Intel spokesperson declined to comment on the Bloomberg report but said the company “is deeply committed to supporting President Trump’s efforts to strengthen U.S. technology and manufacturing leadership.”

“We look forward to continuing our work with the Trump Administration to advance these shared priorities, but we are not going to comment on rumors or speculation,” the spokesperson said in a statement.

Tan met with Trump on Monday after the president called for his immediate resignation following reports and allegations that he has ties to China. Trump later called the meeting “very interesting” and said Tan’s “success and rise is an amazing story.” The president added that he expected Intel and his cabinet members to bring him “suggestions” in the coming days.

https://www.cnn.com/2025/08/14/tech/intel-trump-us-government-investment

 

[Daniel Nenni]

The plot thickens........ Go Intel!

 

[user nl]

The plot thickens........ Go Intel!

Elon messing around at Samsung's fab@Texas, and POTUS at INTEL's fabs, a new competition between the two is starting: who will get the most US government "CHIPS-act-2.0" financial support, interesting!!

Now we finally understand where the 15% of NVIDIA's and AMD's China sales protection money given to POTUS will go !

Happy to know that CC Wei and his TSMC-team have succeeded in keeping the "valued foundry-competence and strategic foundry-semi-view" of Elon & POTUS out of TSMC's fabs@Arizona.

 

[Barnsley]

The Intel logo on a sign in front of Intel headquarters on July 16 in Santa Clara, California.
Justin Sullivan/Getty Images

The Trump administration is reportedly considering having the US government take a stake in Intel, a company that was once one of America’s most important tech giants but which has since fallen on hard times.

Following a meeting between President Donald Trump and Intel CEO Lip-Bu Tan this week, Bloomberg reported on Thursday that the two sides are discussing an unusual deal in which the government would pay for a stake in the company. The specifics are reportedly still being worked out.

The agreement could bolster the struggling chipmaker, which has fallen behind rivals after missing key technology waves. The White House also wants to help Intel follow through on plans to open a new US manufacturing facility in Ohio, which has been repeatedly delayed, according to Bloomberg. Intel shares (INTC) rose more than 7% on Thursday, jumping in late-day trading following Bloomberg’s report about the talks.

It’s unclear when or if such a deal might be inked. But if it were to happen, it could also serve as a model for other investments by the Trump administration, which has been weighing opportunities to take similar stakes in various US companies in critical industries, two people familiar with the White House discussions on the matter told CNN. Trump has been pushing to increase domestic manufacturing, especially of key tech products and components such as semiconductors and artificial intelligence data centers.

“Discussion about hypothetical deals should be regarded as speculation unless officially announced by the Administration,” White House spokesman Kush Desai said in a statement to CNN.

An Intel spokesperson declined to comment on the Bloomberg report but said the company “is deeply committed to supporting President Trump’s efforts to strengthen U.S. technology and manufacturing leadership.”

“We look forward to continuing our work with the Trump Administration to advance these shared priorities, but we are not going to comment on rumors or speculation,” the spokesperson said in a statement.

Tan met with Trump on Monday after the president called for his immediate resignation following reports and allegations that he has ties to China. Trump later called the meeting “very interesting” and said Tan’s “success and rise is an amazing story.” The president added that he expected Intel and his cabinet members to bring him “suggestions” in the coming days.

https://www.cnn.com/2025/08/14/tech/intel-trump-us-government-investment

Some of the Presidents friends need an out at Intel?


Maybe can use some of that Tariff money to buy shares at a premium to help the shareholders out

 

[tooLongInEDA]

At some point you do need to stop and wonder how Trump and the US government are able to push out extremely market price sensitive information like this with no real substance behind it which may result in large stock pricing swings (and later corrections). The potential for insider trading is glaringly obvious. What exactly do the SEC do these days ?

 

[Barnsley]

At some point you do need to stop and wonder how Trump and the US government are able to push out extremely market price sensitive information like this with no real substance behind it which may result in large stock pricing swings (and later corrections). The potential for insider trading is glaringly obvious. What exactly do the SEC do these days ?

SEC need to be brought to hand!

Left-Wingers there plotting to stop people making money , therefore they need to be neutered

 

[BruceA]

https://www.wsj.com/tech/intels-move-toward-nationalization-wont-workat-least-for-the-long-haul-de403b16

 

[hist78]

At some point you do need to stop and wonder how Trump and the US government are able to push out extremely market price sensitive information like this with no real substance behind it which may result in large stock pricing swings (and later corrections). The potential for insider trading is glaringly obvious. What exactly do the SEC do these days ?

Elon Musk might already share his knowledge about how to manipulate manage stock market with Mr. Trump.

 

[hist78]

The Intel logo on a sign in front of Intel headquarters on July 16 in Santa Clara, California.
Justin Sullivan/Getty Images

The Trump administration is reportedly considering having the US government take a stake in Intel, a company that was once one of America’s most important tech giants but which has since fallen on hard times.

Following a meeting between President Donald Trump and Intel CEO Lip-Bu Tan this week, Bloomberg reported on Thursday that the two sides are discussing an unusual deal in which the government would pay for a stake in the company. The specifics are reportedly still being worked out.

The agreement could bolster the struggling chipmaker, which has fallen behind rivals after missing key technology waves. The White House also wants to help Intel follow through on plans to open a new US manufacturing facility in Ohio, which has been repeatedly delayed, according to Bloomberg. Intel shares (INTC) rose more than 7% on Thursday, jumping in late-day trading following Bloomberg’s report about the talks.

It’s unclear when or if such a deal might be inked. But if it were to happen, it could also serve as a model for other investments by the Trump administration, which has been weighing opportunities to take similar stakes in various US companies in critical industries, two people familiar with the White House discussions on the matter told CNN. Trump has been pushing to increase domestic manufacturing, especially of key tech products and components such as semiconductors and artificial intelligence data centers.

“Discussion about hypothetical deals should be regarded as speculation unless officially announced by the Administration,” White House spokesman Kush Desai said in a statement to CNN.

An Intel spokesperson declined to comment on the Bloomberg report but said the company “is deeply committed to supporting President Trump’s efforts to strengthen U.S. technology and manufacturing leadership.”

“We look forward to continuing our work with the Trump Administration to advance these shared priorities, but we are not going to comment on rumors or speculation,” the spokesperson said in a statement.

Tan met with Trump on Monday after the president called for his immediate resignation following reports and allegations that he has ties to China. Trump later called the meeting “very interesting” and said Tan’s “success and rise is an amazing story.” The president added that he expected Intel and his cabinet members to bring him “suggestions” in the coming days.

https://www.cnn.com/2025/08/14/tech/intel-trump-us-government-investment

I really hope any new capital infusion into Intel will be used to improve or expand Intel’s facilities in Oregon, Arizona, and New Mexico. Ohio is a money pit. It will drag Intel down and only help Trump and his associates gain more support from Ohio voters. But I don’t have much hope that Intel can withstand the pressure from Trump, JD Vance (from Ohio), and a slew of Ohio politicians who feel entitled.

 

[coldsolder215]

Welcome to Soviet America, where everything is dictated by apparatchiks trying to please their party bosses, and only loosely informed by technological expertise and economic conditions.

At some point you do need to stop and wonder how Trump and the US government are able to push out extremely market price sensitive information like this with no real substance behind it which may result in large stock pricing swings (and later corrections). The potential for insider trading is glaringly obvious. What exactly do the SEC do these days ?

That would be called "throwing rocks in a glass house", the same reason nobody from either side will ever truly prosecute the Epstein case.

 

[tedc]

If the US government takes a stake, seems like the primary benefits for Intel are: 1) political capital and 2) financial muscle. Both of which Intel needs.

However, there are so so many drawbacks... It would make it harder for Intel to innovate since many decisions are strategic and nuanced (and ROI can take years). It would distort market forces and make it even harder for Intel to run a profitable, standalone business. Knee-jerk political interference would be more rampant.

For decades, the semiconductor industry has been one of the best examples of free markets driving innovation and R&D. I have trouble seeing how Intel would come out of this a stronger, better positioned company.

 

[Daniel Nenni]

Elon messing around at Samsung's fab@Texas, and POTUS at INTEL's fabs, a new competition between the two is starting: who will get the most US government "CHIPS-act-2.0" financial support, interesting!!

Now we finally understand where the 15% of NVIDIA's and AMD's China sales protection money given to POTUS will go !

Happy to know that CC Wei and his TSMC-team have succeeded in keeping the "valued foundry-competence and strategic foundry-semi-view" of Elon & POTUS out of TSMC's fabs@Arizona.

Elon is saving Samsung Foundry. They had zero customers for the new Texas fab. Without Tesla's investment it would be empty. Same could be for Intel Foundry. The USG could save Intel Foundry and make a profit doing so. Not to mention saving Ohio One. I'm good with that.

Looking 10 years out, if we only have TSMC for leading edge semiconductors that would be a very bad thing, correct? We all know competition is critical in the semiconductor industry. Blame bad management for Intel's demise but it was also the lack of competition.

 

[benb]

Sandia National Laboratory has several semiconductor fabs.

Capabilities Overview

Microsystems and Engineering Sciences Applications (MESA) The multi-mission environment of the Labs promotes a diverse, multi-disciplinary team of subject matter experts in fabrication labs and clean room facilities. Two important Sandia support labs - the Silicon Photonic Foundry and the III-V P...

www.sandia.gov

Sandia has worked with Intel to develop a radiation-hardened version of the Penium.

Sematech was once a government developed lab with industry participation in Austin Texas.

Intel=Sematech 2025?

So, sort of solves the IDM dilemma doesn't it? Intel Foundry asks Apple, Qualcomm, Nvidia and AMD to participate a new national lab, formerly the private enterprise.

 

[hist78]

Sandia National Laboratory has several semiconductor fabs.

Capabilities Overview

Microsystems and Engineering Sciences Applications (MESA) The multi-mission environment of the Labs promotes a diverse, multi-disciplinary team of subject matter experts in fabrication labs and clean room facilities. Two important Sandia support labs - the Silicon Photonic Foundry and the III-V P...

www.sandia.gov

Sandia has worked with Intel to develop a radiation-hardened version of the Penium.

Sematech was once a government developed lab with industry participation in Austin Texas.

Intel=Sematech 2025?

So, sort of solves the IDM dilemma doesn't it? Intel Foundry asks Apple, Qualcomm, Nvidia and AMD to participate a new national lab, formerly the private enterprise.

If Intel’s competitors are asked to participate in such a project to save Intel, they will have two prerequisites:

1. 1. They can only help support Intel Foundry, not Intel Products, which is a direct competitor.
2. 
   
3. 2. To satisfy the first requirement, Intel must split into two independent entities: Intel Products and Intel Foundry.

Without meeting these two prerequisites, any such proposal would be dead on arrival.

 

[hist78]

Elon is saving Samsung Foundry. They had zero customers for the new Texas fab. Without Tesla's investment it would be empty. Same could be for Intel Foundry. The USG could save Intel Foundry and make a profit doing so. Not to mention saving Ohio One. I'm good with that.

Looking 10 years out, if we only have TSMC for leading edge semiconductors that would be a very bad thing, correct? We all know competition is critical in the semiconductor industry. Blame bad management for Intel's demise but it was also the lack of competition.

To save Intel Foundry: Yes.

To save Intel Products: No. It would be unfair and ineffective.

To save both Intel Foundry and Intel Products under the IDM model: No. It is a proven failing business model, a money pit that will hopelessly demand more cash to be thrown in every year.

 

[siliconbruh999]

To save both Intel Foundry and Intel Products under the IDM model: No. It is a proven failing business model, a money pit that will hopelessly demand more cash to be thrown in every year.

there is nothing wrong with IDM you can't blame Intel's stupid decision on the IDM model. All Memory Makers are IDM TI is an IDM

 

[hist78]

there is nothing wrong with IDM you can't blame Intel's stupid decision on the IDM model. All Memory Makers are IDM TI is an IDM

Let me zoom in on the advanced logic/computing semiconductor segment of the IDM business that Intel operates in. Do you see another successful player?

I don’t. There are only two advanced logic/computing IDMs still operating—Intel and Samsung—and both are in trouble.

I believe the wrong business model leads to hiring the wrong CEOs and boards of directors.

Then, the wrong CEOs create flawed strategies, make poor decisions, and build unhealthy corporate cultures.

People often blame Intel’s troubles on past CEOs and boards of directors. But in reality, those leaders were products of the flawed business model. It’s no surprise they kept making big mistakes—the IDM model itself inevitably pushed or pulled them toward failure.

To break this death spiral, the business model must change first.

 

[siliconbruh999]

Let me zoom in on the advanced logic/computing semiconductor segment of the IDM business that Intel operates in. Do you see another successful player?

I don’t. There are only two advanced logic/computing IDMs still operating—Intel and Samsung—and both are in trouble.

I believe the wrong business model leads to hiring the wrong CEOs and boards of directors.

Then, the wrong CEOs create flawed strategies, make poor decisions, and build unhealthy corporate cultures.

People often blame Intel’s troubles on past CEOs and boards of directors. But in reality, those leaders were products of the flawed business model. It’s no surprise they kept making big mistakes—the model itself inevitably pushed or pulled them toward failure.

To break this death spiral, the business model must change first.

well if you appoint bean counters business models won't matter if you put Brian Kranzich at Nvidia it will end up the same way Intel did decisions matters more than business model

 

[tomatoma]

Let me zoom in on the advanced logic/computing semiconductor segment of the IDM business that Intel operates in. Do you see another successful player?

I don’t. There are only two advanced logic/computing IDMs still operating—Intel and Samsung—and both are in trouble.

I believe the wrong business model leads to hiring the wrong CEOs and boards of directors.

Then, the wrong CEOs create flawed strategies, make poor decisions, and build unhealthy corporate cultures.

People often blame Intel’s troubles on past CEOs and boards of directors. But in reality, those leaders were products of the flawed business model. It’s no surprise they kept making big mistakes—the IDM model itself inevitably pushed or pulled them toward failure.

To break this death spiral, the business model must change first.

Is it an IDM?
I understand that IdM is a burden in terms of results, but I don't think IDM is the cause up to that point.
I feel like it's more like an egg or a chicken first

Is it a feeling that IDM was not a burden in the process, and that you were not able to create a business to earn money?

The cause is not IDM, but it seems that it was not possible to generate good earnings, my opinion is

If Intel is seriously working on the Foundry business that Intel was planning to do 10 years ago...
If I had started IFS 10 years ago...
Maybe I made enough money to maintain IDM.

 

[Mickey]

Happy to know that CC Wei and his TSMC-team have succeeded in keeping the "valued foundry-competence and strategic foundry-semi-view" of Elon & POTUS out of TSMC's fabs@Arizona.

It seems there is no easy way forward under the calling of Trump admin. Reports indicate that CC Wei has been in the spotlight over the past few days, with an urgent board agenda emerging to address U.S. tariff concerns and new investment issues.

Economic Daily Taipei report, August 11, 2025: tSMC shall hold a board meeting this week at its 2nm production site in Southern Science Park of Taiwan . The industry is paying attention to the follow-up of a) the 2nm leak case, b) US tariff and c) investment in US plant (seems to be a new one "ASMC"), and the rumor said that Intel's (US admin's) invitation to acquire a stake has resurfaced to see if it will come true.

I second someone mentioned here last week - CHIPS act and $$$ alone won't help Intel/IFS. From my perspective, the KSF ought to be customer base, attracting talent, and 1st-tier technology know-how beyond 18A or 14A. These will be critical for the survival and growth of a new foundry player in the US (e.g. ASMC).

Story of tSMC 1st US customer - Intel (1987 ~ ?):

tSMC was founded on February 21, 1987. Soon after, Dr. Morris Chang drew on his Texas Instruments network and approached Intel co-founder Andy Grove. Chang reassured him: “We’re just a foundry—we won’t compete with you.” I really doubt, if Intel/IFS may survive or growth better under the existing CHIPS act and more $$$ alone? Let's wait and see, how their shares will move!

Disclaimer: All opinion of mine posted on the forum is intended for independent techno-business analysis only and is not sponsored by any other entity. Readers should interpret this at their own discretion.