The entry of the US government into Intel’s shareholders after acquiring 9.9% of the shares have surprised their own and the operation is being a great source of debate by the repercussions for the chip giant and the entire semiconductor industry.
Most analysts do not believe that this operation serves to ‘save Intel’. What is more surprising is that Sources from the same company question it and warn of risks that can end up sinking it.
Maximum risk for Intel
In a video published By the US Department of Commerce, the Intel CEO, Lip-Bu Tan, warned that the government’s entry into the shareholders could endanger company sales in international markets and negatively impact investors and employees.
In addition, the Executive emphasized that the company did not need subsidies from the United States government. Of course it is that government entry as Intel investor was not something intended or agreed, but An imposition of Donald Trump’s team That, let’s not forget, I came to ask for the dismissal of the Intel CEO.
In a document presented Before the Bag and Securities Commission (SEC), Intel warned about possible adverse reactions by investors, employees, clients, suppliers, other business partners, foreign or competitors governments. The company also pointed out that changes in the political landscape could question or even cancel the agreement, which would generate risks to shareholders. “There could also be litigation related to the transaction or of another type and greater public or political scrutiny with respect to the company”Intel added.
Intel’s concerns about the participation of the US government in the company and its possible impact on international sales are well justified. Last year, Intel reported that 76% of their income came from markets outside the US China alone represented 29 % of total income.
China recently began an investigation into NVIDIA by Integrated rear -door accusations In their AI chips. While the green giant has denied the accusations, the Chinese government has urged Local companies to stop buying AI chips. Intel is likely, now participated by the US Government, want to avoid a similar result that in full commercial war and tariffs it is quite likely to occur. And it would be the lace.
Intel needs investments, but the general opinion is that the entry of a government like Trump’s is more a problem than a solution.
