Zhi Tong Cai Jing·2025-08-15 14:49Core Viewpoint - Intel's stock rose nearly 4% on Friday, accumulating an 11% increase over two days, amid reports that the Trump administration is exploring the possibility of acquiring equity in Intel using funds from the U.S. Chips Act [1] Group 1: Financial Implications - Intel is the largest expected beneficiary of the Chips Act, having already secured $7.9 billion in semiconductor manufacturing grants [1] - The company is also set to receive up to $3 billion in grants for the Pentagon's secure enclave program and has obtained $11 billion in loans under the 2022 legislation [1] Group 2: Government Negotiations - Discussions are in early stages regarding whether to convert part or all of Intel's existing Chips Act grants into equity, allocate new funds, or combine Chips Act funding with other financing sources [1] - The government aims to quickly utilize unused Chips Act funds for sectors deemed critical to U.S. national security [1] Group 3: Leadership and Stability - Intel's CEO, Pat Gelsinger, met with President Donald Trump, and despite previous criticisms from the President, his position appears secure [1] - The discussions surrounding funding sources remain unstable and have not been reported previously [1]