Seems like the biggest news here is Intel committing strongly to its fab business. Walling that division off from Intel's own chip design business is critical to giving it a chance to succeed. Having a third fab with competitive tech (along with TSMC and Samsung) is great for the world!
This is pretty bad for Taiwan geopolitically though... once US chipmakers have a plausible local manufacturing alternative, the US is less likely to risk WW3 by standing up to China if/when it tries to annex Taiwan.
This is pretty bad for Taiwan geopolitically though... once US chipmakers have a plausible local manufacturing alternative, the US is less likely to risk WW3 by standing up to China if/when it tries to annex Taiwan.