The Trump admin. and tech sector are pushing to give Intel foundry contracts for volume: Ray Wang

Market Trends & Industrial Policy - Intel shares jumped 7%, potentially influenced by emerging US industrial policy affecting AMD, Nvidia, and possibly Pfizer [1] - The US government, tech community, and Intel are seemingly collaborating to create a US-based foundry capability, with Intel receiving contracts for volume [1] - Tariffs may be incentivizing companies to build in the US, potentially leading to deals where Intel is used as a manufacturer to avoid tariffs [1][2] Company Strategy & Competition - Intel faces challenges in manufacturing and needs to reach 2 nanometer production to compete with TSMC [1] - AMD's market capitalization once reached $270 billion, surpassing Intel's sub-$100 billion valuation, but Intel is catching up [1] - AMD might be considering using Intel as a foundry customer [1] Antitrust Concerns & Contractual Relationships - Nvidia may face antitrust scrutiny regarding its compute allocation practices [3] - Nvidia's contracts with hyperscalers may allow Nvidia to resell up to 50% of the capacity [4][6]