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Is Intel's Pat Gelsinger's Strategy the Blueprint for U.S. National Security and a Resilient Defense Industry? In a recent in-depth interview with Barron’s, Pat Gelsinger, CEO of Intel, detailed a multi-faceted roadmap to rejuvenate Intel's position as a chip manufacturing titan. Amidst a sea of chip-related giants like AMD, Nvidia, and Taiwan Semiconductor, Intel's focus seems to be shifting toward not just reclaiming its own glory, but also navigating a web of geopolitical risks and industry competition. What stands out is the broader implication of Gelsinger's strategy for the defense industry and U.S. national security. Intel's IDM 2.0 strategy underscores a monumental shift. Besides reinvigorating its design and manufacturing capabilities, the company is now looking to become a foundry for other chip manufacturers. This is accompanied by heavy capital investments in building out factories, bringing supply chains back to the U.S., and recalibrating technological leadership—a focal point of the CHIPS Act. It's a strategy that echoes national imperatives: reshoring critical manufacturing capabilities to ensure a balanced and resilient supply chain. When considering Intel's global footprint, the CEO noted ongoing construction projects in Ireland, Israel, Poland, Germany, and the U.S.. The geographic diversification aligns well with the defense industry's need for secure and stable supply lines. Israel, for instance, not only has a deep-rooted relationship with Intel but also stands as a critical ally for the U.S. in technology and defense. A critical part of the discussion was China, where Intel maintains manufacturing facilities. With semiconductors being the linchpin in U.S.-China tensions, Gelsinger stressed the necessity for long-term, strategic engagement. The strategy is three-fold: manage technologies cautiously, align with U.S. allies, and maximize exports. The thoughtful approach can serve as a model for public companies in high-tech sectors, including defense electronics, where semiconductor supply is crucial. Lastly, the CEO talked about the explosive growth in AI, a critical end market for chips and a vital component for the defense industry. Intel aims to build AI into every product, offering its own chips and foundry services for others—a two-fold approach that might define the future of AI applications in defense settings. Gelsinger's approach appears to be a blueprint not just for Intel's resurrection but perhaps for reinforcing the U.S. defense industry and national security in a landscape fraught with geopolitical volatility and technological competition. So, is Intel setting the stage for a new era of American industrial and technological supremacy that will redefine our defense capabilities? #IntelBlueprint #DefenseIndustry #NationalSecurity #GeopoliticalStrategy

US President Joe Biden will meet with tech titans Intel, Google, Amkor, GlobalFoundries, and Boeing in Vietnam Read here - https://lnkd.in/deBnjawV #joebiden #uspresident #techtitans #trendingnews #latestnews #topnews #topbulletin #businessnews #marketingnews #sommarketer

US Restricts AI Chip Exports to China and Russia-Stephen Nellis,Max A. Cherney The US government has imposed new export restrictions on high-end computer chips used to conduct AI research, citing possible military applications for the technology. Two leading manufacturers, NVIDIA and AMD, have been blocked from selling certain chips to China and Russia. The restrictions form part of the United States’ ongoing strategy of limiting tech exports to curb the rise of rival powers. The US government told Nvidia it wishes to “address the risk that the covered products may be used in, or diverted to, a ‘military end use’ or ‘military end user’ in China and Russia.” #US #AIChips #ExportRestrictions #China #Russia #Nvidia #AMD

Where there is a will there is a way.  Incredibly difficult to completely ban all of a product. However it doesn't mean it shouldn't be done.  It might require a recalibration of how the monitoring and enforcement mechanisms are conducted.  "Chinese military bodies, state-run artificial intelligence research institutes and universities have over the past year purchased small batches of Nvidia (NVDA.O) semiconductors banned by the U.S. from export to China, a Reuters review of tender documents show.The sales by largely unknown Chinese suppliers highlight the difficulties Washington faces, despite its bans, in completely cutting off China's access to advanced U.S. chips that could fuel breakthroughs in AI and sophisticated computers for its military." https://lnkd.in/egxvcuyU

Nvidia CEO Says US Will Take Years To Achieve Chip Independence: Nvidia Chief Executive Officer Jensen Huang, who runs the semiconductor industry's most valuable company, said the US is as much as 20 years away from breaking its dependence on overseas chipmaking. From a report: Huang, speaking at the New York Times's DealBook conference in New York, explained how his company's products rely on myriad components that come from different parts of the world -- not just Taiwan, where the most important elements are manufactured. "We are somewhere between a decade and two decades away from supply chain independence," he said. "It's not a really practical thing for a decade or two." The outlook suggests there's a long road ahead for a key Biden administration objective -- bringing more of the chipmaking industry to US shores. The president has championed bipartisan legislation to support the building of manufacturing facilities here. And many of the biggest companies are planning to expand their US operations. That includes Taiwan Semiconductor Manufacturing Co., Nvidia's top manufacturing partner, as well as Samsung and Intel. Read more of this story at Slashdot.

I never had even the slightest doubts. Chinese military and governmental bodies, as well as state-run AI research institutes and universities, have been purchasing small amounts of Nvidia chips that were banned by the U.S. from export to China, according to tender documents. These purchases, which included Nvidia's A100 and H100 chips, were made through Chinese suppliers, highlighting the challenge of enforcing U.S. bans on advanced chip technology in China. The demand for these chips indicates the limited alternatives available to Chinese entities despite domestic developments in AI chip technology. The transactions were conducted despite U.S. efforts to restrict access to these advanced technologies, which are crucial for AI development and could potentially be used for military purposes. #ai #nvidia #chip #military #china https://lnkd.in/g2gEVMUf

"One key technology partnership with significant implications that deserves more attention is between IBM and Rapidus, a tie-up that is focused on the high-stakes area of critical and emerging technologies — semiconductors. The looming chip war that has exposed the enormous global vulnerability with China’s progress in the sector and Taiwan’s precarious geopolitical position in a critical supply chain has focused the U.S.-Japan relationship toward the future. Rapidus, a Japanese government-backed semiconductor manufacturer, is developing 'bleeding-edge' semiconductor manufacturing and adjacent technologies and is diversifying into this space through its partnership with IBM. The two companies formed an agreement in late 2022 to jointly develop 2 nm-node technology. This partnership, led by two of the world’s greatest allies and democracies, has the potential to reign as a global leader in this space and represents the very best of what the next set of solutions for humanity might look like." #Japan #semiconductormanufacturing #semiconductorindustry

NVIDIA's CEO Jensen Huang believes that the US is still "decades" away from achieving semiconductor independence, however, the aim is still achievable. Efforts by the US Government to boost in-house semiconductor developments have taken a recent high, especially after the CHIPS Act, along with the imposition of "harsh" sanctions on hostile nations like China and Russia, leading to global players like TSMC and Intel into actually setting up facilities in the US. Here is a more detailed view of the topic: https://lnkd.in/eJ-JXNmE