My latest column: "A Breakup Plan to Save Intel and Preserve National Security." Desperate circumstances require drastic measures $INTC bloomberg.com/opinion/articl…
"growing reliance on overseas companies for chipmaking is becoming a national security issue for the U.S. Three-quarters of global semiconductor production is based in East Asia .. shortages at TSMC are forcing global automakers to cut car production.." bloomberg.com/opinion/articl… 
"All the stakeholders need to recognize a viable, second source domestic supplier is in their interest and would prevent the ascendance of an Asian chip-manufacturing monopoly." bloomberg.com/opinion/articl…
It seems crazy to me that our country is spending $700 billion a year on national defense, but isn't doing much to ensure reliable access to cutting-edge domestic chip supply. Advanced chips are required to keep our military systems and cloud-computing services up and running.
An Intel breakup plan "should be championed by the incoming Biden administration. Not only would it help maintain U.S. competitiveness in technology, but it would create highly skilled domestic manufacturing jobs and counter the rise of China." bloomberg.com/opinion/articl…
It’s time for America to have its own TSMC on U.S. soil. It should be done to preserve our national security. With the government spending trillions now, allocating tens of billions for this would be worthwhile bloomberg.com/opinion/articl…
Ensuring access to advanced chips through building up domestic manufacturing capabilities is critical for U.S. economic and military security. Yet, instead of focusing on long term strategy issues like this with substantive policies, our government is preoccupied with TikTok. 🤦♂️
• • •
Missing some Tweet in this thread? You can try to
force a refresh
