You didn't address the fact that they have state-side facilities slated to open in 2026? You also said intel "doesn't" not "can't" isn't it more reasonable that demand will force supply to adapt. Why couldn't intel compete before? and why can't it going forward? China is working on TSMC rivals (if they haven't succeeded already), the west should just sit on its hands and wait for a military conflict with china because of TSMC dependence? in the short term you're right, but change is long due.
Their US facilities are purposefully NOT bleeding-edge, and also cost more.
And this version of Intel can't, maybe a different one that fully separates design and foundry could. The best solution long-term would be to directly subsidize foundries, with the right incentives to acquire different customers (how TSMC or Samsung operate). They just might get lucky if everyone hits a hard scaling wall.
Whatever happens, tariffs and bans are the absolute worst incentives for innovation and growth.
