I wonder what the real subsidies from each country is.
I can see countries wanting to become Taiwan 2 or 3.0, in the sense that if they start producing crucial military electronics for countries like the US then they’ll receive an almost de facto defence from the dependent countries both politically and militarily.
One of Germany’s main exports is automobiles. The plan probably isn’t to become Taiwan 2.0. Rather, Germany may be looking to shore up its auto supply chain to avoid the issues exposed during the chip shortage.
Other than the push pull Intel had with American car makers regarding trying to coax them to adapt to more modern 14nm processes, what obstacles would intel really face. Even if German automakers refuse to adapt to Intels seeming meat and potatoes 14nm process (at least in the American fabs), and Intel focused on whatever older more established process, that could plant could theoretically produce durable chips on “legacy nodes” for the entirety of the western car (and industrial, and potentially military) market at seemingly incredible economies of scale, without the worry of China being across a river. What would stop intel from meeting the needs of these presumable clients? These clients arent demanding 3nm like AMD, Nvidia and Apple.
I can see countries wanting to become Taiwan 2 or 3.0, in the sense that if they start producing crucial military electronics for countries like the US then they’ll receive an almost de facto defence from the dependent countries both politically and militarily.