Captain America: Can Elon Musk Save America’s Chip Manufacturing Industry?

Captain America: Can Elon Musk Save America’s Chip Manufacturing Industry?
by Jonah McLeod on 03-20-2026 at 6:00 am

Elon Musk Lip Bu Tan Wafer Deal

Intel has posted three consecutive years of falling revenue and an $18.76 billion loss in 2024 alone—and the U.S. government has handed it tens of billions of dollars to fix the problem. The government money isn’t fixing the real issue, which isn’t technical. It’s cultural. Intel got slow, political, and risk-averse—the… Read More


Podcast EP38: Semianalysis on Intel GF TSMC and the Foundry Business

Podcast EP38: Semianalysis on Intel GF TSMC and the Foundry Business
by Daniel Nenni on 09-17-2021 at 10:00 am

Dan is joined by Dylan Patel of Semianalysis.com covering Intel, GF, TSMC, the semiconductor shortage and more. This is a candid discussion between analysts on current semiconductor events.

https://semianalysis.com/

The views, thoughts, and opinions expressed in these podcasts belong solely to the speaker, and not to the… Read More