The Deep View: What lies ahead for Intel?

Posted on August 19, 2025 by michelleclarke2015
BIG TECH
Uncle Sam might become Intel’s biggest shareholder
The Trump administration is reportedly discussing taking a 10% stake in Intel, a move that would make the U.S. government the chipmaker’s largest shareholder. The deal would convert some or all of Intel’s $10.9 billion in CHIPS Act grants into equity rather than traditional subsidies.
This comes just as SoftBank announced a $2 billion investment in Intel, paying $23 per share for common stock. The timing feels deliberate — two major investors stepping in just as Intel desperately needs a lifeline.
Intel’s stock plummeted 60% in 2024, its worst performance on record, though it’s recovered 19% this year. The company’s foundry business reported only $53 million in external revenue for the first half of 2025, with no major customer contracts secured. CEO Lip-Bu Tan recently met with Trump after the president initially called for his resignation over alleged China ties
What’s really happening here goes beyond financial engineering. While companies like Nvidia design cutting-edge chips, Intel remains the only major American company that actually manufactures the most advanced chips on U.S. soil, making it a critical national security asset rather than just another struggling tech company. We’ve seen how chip restrictions have become a critical geopolitical tool, with Chinese companies like DeepSeek finding ways around hardware limitations through innovation.
The government stake would help fund Intel’s delayed Ohio factory complex, which was supposed to be the world’s largest chipmaking facility but has faced repeated setbacks. Meanwhile, Intel has been diversifying its AI efforts through ventures like Articul8 AI, though these moves haven’t yet translated to foundry success.
Between SoftBank’s cash injection and potential government ownership, Intel is getting the kind of state-backed support that competitors like TSMC have enjoyed for years. Whether that’s enough to catch up in the AI chip race remains the multi-billion-dollar question.

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About michelleclarke2015

Life event that changes all: Horse riding accident in Zimbabwe in 1993, a fractured skull et al including bipolar anxiety, chronic fatigue …. co-morbidities (Nietzche 'He who has the reason why can deal with any how' details my health history from 1993 to date). 17th 2017 August operation for breast cancer (no indications just an appointment came from BreastCheck through the Post). Trinity College Dublin Business Economics and Social Studies (but no degree) 1997-2003; UCD 1997/1998 night classes) essays, projects, writings. Trinity Horizon Programme 1997/98 (Centre for Women Studies Trinity College Dublin/St. Patrick's Foundation (Professor McKeon) EU Horizon funded: research study of 15 women (I was one of this group and it became the cornerstone of my journey to now 2017) over 9 mth period diagnosed with depression and their reintegration into society, with special emphasis on work, arts, further education; Notes from time at Trinity Horizon Project 1997/98; Articles written for Irishhealth.com 2003/2004; St Patricks Foundation monthly lecture notes for a specific period in time; Selection of Poetry including poems written by people I know; Quotations 1998-2017; other writings mainly with theme of social justice under the heading Citizen Journalism Ireland. Letters written to friends about life in Zimbabwe; Family history including Michael Comyn KC, my grandfather, my grandmother's family, the O'Donnellan ffrench Blake-Forsters; Moral wrong: An acrimonious divorce but the real injustice was the Catholic Church granting an annulment – you can read it and make your own judgment, I have mine. Topics I have written about include annual Brain Awareness week, Mashonaland Irish Associataion in Zimbabwe, Suicide (a life sentence to those left behind); Nostalgia: Tara Hill, Co. Meath.
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