this post was submitted on 31 Aug 2024
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I don't think that's necessarily true.
"bet", "next", "will", "if", "plan", "should".
that's a lot of faith to place in the unproven optimistically hypothetical next steps of a company way behind the firmly established innovation, dominance and reliability of TSMC semi fab.
Sure, but it's also hard to bid against a company that we all know the US government is not going to let fail.
no bidding, it's history.
Intel has been that big for decades and has been left in the dust by TSMC for decades.
the US has repeatedly invested in "too big to fail" companies and has been rewarded with recessions, housing crises, national credit demotion, crippling healthcare costs, and rampant inflation.
if it's too big to fail, it's too big to exist.