Bloomberg Intelligence White House Eyeing Chips Act Funds for Intel Stake
4 snips
Aug 15, 2025 Ryan Gould, Bloomberg Deals Reporter, dives into the Trump administration's intriguing plan to use funds from the US Chips Act for a potential stake in Intel Corp. He unpacks the urgency behind this move, aiming to stabilize the troubled chipmaker and enhance domestic semiconductor manufacturing. The discussion sheds light on the implications of government support for Intel and America's semiconductor industry. Gould also touches on the urgent need to navigate the complexities of the tech sector amid rising global competition and national security concerns.
AI Snips
Chapters
Transcript
Episode notes
Government Stake As Confidence Capital
- The proposed government stake in Intel would act as confidence capital to shore up its balance sheet.
- Backing from the U.S. would signal credit-worthy support and reassure investors about Intel's manufacturing pivot.
New Era For Industrial Policy
- A U.S. government ownership option changes the playbook for rescuing mission-critical firms.
- Bankers and advisors may now treat federal support as a viable route for struggling strategic companies.
CHIPS Act As Funding Source
- The CHIPS Act funds appear to be the likely source for any Intel equity injection.
- Intel already received billions from CHIPS and Defense programs, making it a primary beneficiary of the legislation.