After Congress passed $52 billion CHIPS subsidy:
-Micron, which had said it would invest $40b in the U.S. this decade, announced it will cut capital spending
-Intel cut its capital spending plans by $4b, but predicts a “growing dividend” for shareholders
Out of all the chip makers I think Intel is in the worst situation Their servers CPUs are losing marketshare and the graphics division they've been building up for years keeps delaying their product launches.
Their shareholders are stupidly demanding that they get their dividends. And since Intel stock has gone down so much recently they're caving in to that demand. At the expense of their own future
Who's making all the CPUs these days then? AMD?
TSMC (in Taiwan) makes the best chips for Apple, AMD, sometimes Nvidia. Samsung also makes a lot of chips but they are behind TSMC.
That's one reason the US passed the chips act. If anything happens in Taiwan, like China taking it back or just like an earthquake, it would massively interrupt things
Capitalism at it's finest