The article discusses the challenges faced by the US semiconductor industry and the potential impact of the partnership between Intel and Qualcomm. It highlights that while the collaboration aims to regain US leadership in chip manufacturing, it is unlikely to solve the industry’s woes by 2024. The key points are: 1) Intel and Qualcomm’s partnership aims to produce chips using Intel’s factories and Qualcomm’s designs, but it faces significant hurdles. 2) The US has fallen behind in cutting-edge chip manufacturing, with Taiwan’s TSMC and South Korea’s Samsung leading the way. 3) Reviving US chipmaking requires massive investments, skilled workforce, and time to build advanced facilities. 4) The partnership’s success depends on overcoming technical challenges, aligning business interests, and navigating geopolitical tensions. 5) While the collaboration is a positive step, it may take longer than 2024 to significantly impact the US semiconductor industry’s competitiveness.
Source: https://www.businessinsider.com/intel-qualcomm-odd-couple-wont-solve-us-chipmaking-woes-2024-9