A strong percentage of Intel's current sales are vendor lockin from the historical "Wintel" age (windows + intel). This is a moat Apple finally crossed after great effort, and Windows has made a few attempts to cross.
If chips were sold purely on hardware specs and not software lockin then Intel would have much fewer sales. The US giving grants, tax credits, and cheap loans to Intel only serves to extend the lifespan of a company whose compeitive edge is failing.
Given that their parts have been, up until the past 5 years, clearly better than AMDs (and any other chip manufacturer), and in the last 5 merely competitive, that’s quite the statement. Nevermind that with Gaudi, they also have the only viable AI accelerator besides Nvidia and AMD.
These grants are for a completely different side of the business. The fab side, and that side is strategically significant for the US government so it makes sense they put some money in. The rest of the world is doing the exact same as well.
If chips were sold purely on hardware specs and not software lockin then Intel would have much fewer sales. The US giving grants, tax credits, and cheap loans to Intel only serves to extend the lifespan of a company whose compeitive edge is failing.
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