Episode 9: Intel's Massive Bet On Germany, Micron Opens Shop In India, and Chip Fab Wars Heat Up

Chip Stock Investor Podcast · Jun 21, 2023 · 15m

Nations around the world are pouring money into bringing semiconductor manufacturing onto their shores. Germany was the latest, wooing Intel with a nearly $11 billion subsidy to build a $33 billion chip plant. Intel also won money to expand in Poland, as well as in Israel. Intel may also become an investor in the upcoming ARM Holding IPO. In other news, an ex-Samsung and SKHynix executive was arrested for stealing tech to open a copycat fab in China. Micron is also dealing with its ban in China, but it's also simultaneously committing more money to its Mainland China factory. What's up with…