The Intelligence from The Economist Stake and chips: will America take 10% of Intel?
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Aug 21, 2025 
Join Charlize Chitness, a global business writer at The Economist, and Claire McHugh, a Latin America expert, as they dissect Intel's declining fortunes and the potential for government intervention in the chip-making giant. They delve into the political turmoil following a shocking assassination in Colombia, reflecting on the legacy of violence and instability in the region. Plus, enjoy a whimsical take on a local snail race in rural England, which humorously ties into broader themes of business and community spirit.
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US May Become Intel's Largest Shareholder
- Intel could become majority-influenced by the US government if subsidies convert to equity, shifting corporate incentives.
- That change comes amid worries about global supply of cutting-edge chips and national-security priorities.
Intel's Fall From Industry Leadership
- Intel's revenues have fallen sharply and it no longer ranks among the top 15 chip companies by size.
- Market cap near $100bn lags far behind rivals like NVIDIA, TSMC and AMD, reflecting dramatic decline.
A Series Of Strategic Misses
- Intel missed multiple industry shifts: smartphones, advanced lithography and the AI-chip wave.
- These sequential strategic errors accumulated to leave Intel out of today's fastest-growing markets.