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He hasn't updated his talking points yet.Where is the chip shortage? Overbooking news is all over the market
There is still shortage of chips for automotive industry.Where is the chip shortage? Overbooking news is all over the market
That was used as an argument to really speed up talks on the subsidies initially, but…
The chip shortage was never the main argument. It was the geo-political strategic argument around the loss of US leadership in semi manufacturing that was always at the forefront.
Do those two arguments relate pretty directly? Sure. But the latter is the real problem Intel’s trying leverage.
True but if peace broke out and we all loved one another there would be a different narrative to get money. This is the sign of a clever CEO, always on the move, one narrative to another, whatever benefits your company above all else. We have a leadership problem in the US, not a fab problem, that is the narrative that will facilitate change.
Fortunately a narrative only lasts so long, at some point in time you will have to show results. That is where we are failing. Show me the money as they say, show me the revenue, not show me the fabs.