The Chip Insider®– Trump's Tech Strategy. US Government Shutdown: Should you be concerned or worried?

Trump's Tech Strategy: Intel-NVIDIA - The Trump administration is redefining American capitalism and the government’s role in it... Standing back, focusing on the horizon, one can see a radically new form of American capitalism emerging. The Trump administration’s quick turn on Intel from admonition to ownership over a weekend shows how it is a mistake to think President Trump is all about tweets… This wasn’t the only instance… The classical Republican position was one of free enterprise… This was more like Democratic intervention in directing business on a level not seen since President Roosevelt… Trump is bringing in a policy of a centrally controlled strategy with partial state ownership of enterprises … There does appear to be an informal alignment of companies with the president’s strategy by having senior tech executives follow the circus around the world...

One can’t argue success: The Trump administration’s investment in Intel re-painted it as too big to fail from too big to save. The stock soared. Soon after, Softbank invested $2B and then NVIDIA $5B. Most recently there was the NVIDIA deal to make custom x86 SoCs... AMD’s threat: At the same time, what most of the media and analysts missed was the threat AMD poses to NVIDIA and Intel as the PC shifts from a monolithic to a chiplet (poly-lithic) world...

AMD talking to Intel Foundry? I see this rumor, which has been unthinkable for decades, as having only two angles…

US Government Shutdown: Should you be concerned or worried?

The short answer is concerned. Semiconductors have experienced negative growth in 6 out of the 10 US government shutdowns since 1980. For chip equipment it was 4 out of 10…

"The present is the new future...that where you sit, you create everything that's going to come.” – Sarah Jones