The former CEO of Intel, Craig Barrett, describes the rescue plan to save Intel and the advanced manufacturing of American chips

2. Ni Samsung or TSMC plan to bring their advanced manufacturing to the United States in the short term.

3. American customers like Nvidia, Apple, Google, etc. need and must understand that they need a second source for their manufacture of main products due to prices of prices, geographic stability and security reasons for supply lines.

4. Intel is in poor cash and cannot afford to invest in the capacity necessary in the future to replace the TSMC or even a reasonable fraction of TSMC capacity. They probably need a cash infusion of $ 40 billion to be competitive. Realistically that the investment represents 100% of the capital grants of the law on the chip so unlikely that the USG is the Savior.

5. The only place where the species can come is customers. They are all rich in cash and if 8 of them were ready to invest $ 5 billion each, Intel would have a chance.

6. The current comments of the CEO of Intel in the fact of not investing in the new technology (14A) until customers are a joke. To gain in this space, you must be the leader in technology and not the follower. It takes several years to create one of these technologies and no customers want to register for something that is the second best.

7. Fortunately, Intel has a good technology with which to work (high na euv, backside power, etc.), so they have a realistic direction if they invest now. They just need money.

8. Where does money come from? Customers invest in a piece of Intel and a guaranteed offer. Why should they invest? Inner supply, second source, national security, lever effect in negotiations with TSMC, etc. And if the USG meets together, they catalyze the action with a rate of 50% (or regardless of the number of Trump) on peak semi-important. If we can support domestic steel and aluminum, we can surely support domestic semiconductors.

9. The FFWBM (four former members of the board of directors of Wise) continue to claim that you must divide Intel into two parts before any customer invests in Intel. Be serious. There are many business interactions that involve both supply and competition. It is also extremely difficult to imagine that Intel really competes with Nvidia, Apple, Meta, Google, Dell, etc. in their well -established product ranges. By all means, if you want to complicate the problem, take the time to separate Intel and make the FFWBMS, but if you are in the field of Intel safeguard and its main manufacturing force for the United States, solve the real problem – an immediate investment in Intel, committed customers, national security, etc.

10. Potus and Doc can prepare the ground, customers can make the necessary investments, the board of directors of Intel can finally do something positive for the company, and we stop writing elements of opinion on the subject.

The opinions expressed in Fortune.com comments are only the views of their authors and does not necessarily reflect the opinions and beliefs of fortune.

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