SUPPORT OUR BLACK MARKET GPU MOVIE: https://store.gamersnexus.net/black-market-gpu-backers (launches August 15 to YouTube)In this video, we're recapping Inte...
They did mention the tariffs, but said it could either help Intel or not because if their competitors had to pay the tariff but Intel didn’t (Intel has fabs in US) then it gives them an edge. But TSMC has a fab in the US too, so it might not matter. In fact, it might hurt Intel.
Regardless Intel has other problems beyond tariffs, according to the video.
Edit: Originally poorly written. Now it’s slightly less poorly written.
The catch is that Intel will pay the tariffs either way.
Currently they can’t simply rely on the local industry for the semiconductors used in the hardware they sell, so they’re paying tariffs for them.
And, even if they eventually are able to rely solely on the local industry, the tariffs are inducing a supply shock - so even the price of locally produced alternatives will raise as a consequence.
Others are also paying the tariffs, but unlike Intel, they have a bit more wiggling room to deal with lower profits.
(I’m watching the video now, I swear! I know I shouldn’t comment on the topic before watching it, but…)
They did mention the tariffs, but said it could either help Intel or not because if their competitors had to pay the tariff but Intel didn’t (Intel has fabs in US) then it gives them an edge. But TSMC has a fab in the US too, so it might not matter. In fact, it might hurt Intel.
Regardless Intel has other problems beyond tariffs, according to the video.
Edit: Originally poorly written. Now it’s slightly less poorly written.
The catch is that Intel will pay the tariffs either way.
Currently they can’t simply rely on the local industry for the semiconductors used in the hardware they sell, so they’re paying tariffs for them.
And, even if they eventually are able to rely solely on the local industry, the tariffs are inducing a supply shock - so even the price of locally produced alternatives will raise as a consequence.
Others are also paying the tariffs, but unlike Intel, they have a bit more wiggling room to deal with lower profits.
(I’m watching the video now, I swear! I know I shouldn’t comment on the topic before watching it, but…)