Thoughts on the Intel GlobalFoundries news. Good? Bad? Ever going to happen?

In this episode of the Futurum Tech Webcast, analysts Daniel Newman, Shelly Kramer, and Fred McClimans discuss the reports of Intel Corp being in talks to buy semiconductor manufacturer GlobalFoundries for about $30 billion. There’s no doubt the silicon industry is in the midst of a crisis — limited fab capabilities and supply chain disruptions (due to trade conflicts and the ongoing pandemic) have impacted chip companies, their customers, and end consumers the world over. Would an acquisition of this nature rock the chip industry or make it better? What are the potential hurdles? Would it ever actually happen?

#semiconductors, #semiconductorindustry, #chips, #Intel, #GlobalFoundries, #IntelacquisitionofGlobalFoundries, #BigTechregulation, #antitrust, #semiconductorsupplychain #FuturumResearch

Futurum is an independent research, analysis, and advisory firm focused on digital innovation, market-disrupting technologies, and industry trends. Every day our analysts, researchers, and advisors help business leaders from around the world anticipate tectonic shifts in their industries and leverage disruptive innovation to either gain or maintain a competitive advantage in their markets.

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Cramer said that Pat is misdirected on his strategy to expand Intel's fabs because labour costs are higher in USA than in Taiwan or China. Do you agree with this argument?