Wednesday, September 11th 2024

US Government Could Delay $8.5 Billion CHIPS Act Funding for Intel

The $8.5 billion in CHIPS Act assistance intended for Intel from the US government is expected to be delayed due to the company's ongoing financial struggles. According to a Bloomberg report, the Department of Commerce rejected the initial allocation request, requiring Intel to meet specific objectives and complete a comprehensive due diligence process before the funds are released.

Intel has committed to remaining engaged in discussions despite the additional requirements, though it encountered regulatory and timing challenges. The terms of the funding include $8.5 billion in direct assistance to Intel, along with $11 billion in low-cost credit, and a 25 percent tax credit worth up to $100 billion for Intel's investments in Arizona, New Mexico, Ohio, and Oregon.
Intel said in a statement that "we are making significant progress across our US projects in Arizona, New Mexico, Ohio and Oregon, and look forward to finalizing our funding agreement soon."
"We've been working hard to address the issues," CEO Pat Gelsinger told investors at a conference last week. "Like everybody in the industry, we realize we have to operate efficiently with nimbleness, with urgency."
Enacted by Congress in July 2022, the CHIPS and Science Act was designed to strengthen the US domestic semiconductor industry, with funding allocated for semiconductor R&D, domestic production, and specialized tooling equipment.
"We recognize that we are operating in one of the most cyclical, intensely competitive industries in the entire world, and that dynamics are going to shift," Mike Schmidt, who runs the Commerce Department's chips office, said in an early August interview when asked about risks to the overall program. "We'll have to be nimble in how we respond to that."
Source: Bloomberg
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40 Comments on US Government Could Delay $8.5 Billion CHIPS Act Funding for Intel

#26
mechtech
I would too.

I remember in 2008-2009 when economy tanked and the government bailed them out and the execs just used the money to give themselves bonuses.
Posted on Reply
#27
Daven
kondaminnow they went into massive debt...they are still making a lot of money...
You cannot go into debt and still be making money in a capitalist society. In order to make ANY money that counts, your cost of making revenue must be lower than the revenue itself. This is why margins are all that matter.

Intel can have revenues of $1 trillion per quarter but if it costs that much to make that much they didn't do anything. This is why Intel is in trouble right now. The cost of making money is much higher than their revenues mainly because they do not have enough business or high enough margins to pay for the operation of so many fabs.
Posted on Reply
#28
Steevo
DavenYou cannot go into debt and still be making money in a capitalist society. In order to make ANY money that counts, your cost of making revenue must be lower than the revenue itself. This is why margins are all that matter.

Intel can have revenues of $1 trillion per quarter but if it costs that much to make that much they didn't do anything. This is why Intel is in trouble right now. The cost of making money is much higher than their revenues mainly because they do not have enough business or high enough margins to pay for the operation of so many fabs.
Exactly, Fabs they should have been investing in instead of finance.yahoo.com/news/intel-intc-announces-accelerated-share-144002888.html
Posted on Reply
#29
Paganstomp
So how are those subsidies working out for ya Intel??? What? Not doing so well? To bad.
Posted on Reply
#30
remixedcat
kapone32I am actually shocked that the US has not inspired AMD to create a Fab in the US. I guess all of the negative narrative about AMD may have made them gun shy to pull the trigger on that. Maybe TSMC pricing will get to a level where that would seem plausible.
thing is if intel sells fabs to tsmc tsmc can charge whatever they want and cpus will cost 3k for an i5 at that rate.

we really need intel to keep everyone in check..
Posted on Reply
#31
usiname
remixedcatthing is if intel sells fabs to tsmc tsmc can charge whatever they want and cpus will cost 3k for an i5 at that rate.

we really need intel to keep everyone in check..
Selling the fabs to TSMC won't change anything, currently nobody is buying wafers from Intel, or at least its so small part of the market, that is meaningless. TSMC has its competitors - Samsung, GloFo and others that will gain market share if TSMC start to charge so high
Posted on Reply
#32
kondamin
DavenYou cannot go into debt and still be making money in a capitalist society. In order to make ANY money that counts, your cost of making revenue must be lower than the revenue itself. This is why margins are all that matter.

Intel can have revenues of $1 trillion per quarter but if it costs that much to make that much they didn't do anything. This is why Intel is in trouble right now. The cost of making money is much higher than their revenues mainly because they do not have enough business or high enough margins to pay for the operation of so many fabs.
That’s what doing a serious investment is, you go in to debt to make more money in the future.
thats how our entire financial system works.
if everyone only invested within their immediate means the worlds gdp would be a couple of billion dollars, not 120 trillion.

amd’s hole sits at ~9 billion, something that will also take years to fill.
Posted on Reply
#33
Scrizz
tfpAnd people are pretending that Intel has already gotten the money but it seems that they have not
exactly!
I got tired of saying that. There's a reason why they had to resort to layoffs etc.
They started building the fabs on the promise they would receive money, but the timeline from when the government announced the CHIPS act to when it is going to begin disbursing money has been over two years!!!
Posted on Reply
#34
R0H1T
DavenYou cannot go into debt and still be making money in a capitalist society. In order to make ANY money that counts, your cost of making revenue must be lower than the revenue itself. This is why margins are all that matter.
You can siphon money off/decalre bankruptcies to avoid paying your "debt," because at that point it's everyone else's problem! Come on, tell me you don't know a billion ways accountants/companies shuffle money around & we're talking just the legal ones!
Posted on Reply
#35
Vayra86
ThomasKIs it? Go tell that to NVIDIA, which has the AI marked on its hands and is laughing all the way to the bank, without manufacturing anything.
That's the current reality. But if Taiwan falls, Nvidia is f*cked and/or driven into the hands of China. Or Samsung.
Posted on Reply
#36
Draconis
kondaminamd’s hole sits at ~9 billion, something that will also take years to fill.
Depending on source it's more like between 2.5 and 3 billion.

Companies Market Cap
Trading Economics

In 2020 it looks like they nearly cleared their debt, current debt could be acquisitions
Posted on Reply
#37
R0H1T
Vayra86But if Taiwan falls, Nvidia is f*cked and/or driven into the hands of China. Or Samsung.
If Taiwan(TSMC?) fails then everyone is effed. You're talking JHH, how about Apple who has ~4x the revenues or AWS, QC, AMD, Google, MS even Intel now :slap:

China may be stupid but I doubt they're $4-5 trillion stupid because that's the low end of what I expect the impact to be o_O
Posted on Reply
#38
1sanpedro1
Good. Not a fan of billion dollar companies getting welfare money just to go and layoff 15,000 people
Posted on Reply
#39
kondamin
DraconisDepending on source it's more like between 2.5 and 3 billion.

Companies Market Cap
Trading Economics

In 2020 it looks like they nearly cleared their debt, current debt could be acquisitions
Yes they added 5 billion a couple of weeks ago or are in the process of buying something for 5 billion
Posted on Reply
#40
Scrizz
1sanpedro1Good. Not a fan of billion dollar companies getting welfare money just to go and layoff 15,000 people
The thing is they didn't get any money.... that's why the people got laid off....
Posted on Reply
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