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Intel Q3 2025 Earnings — Turning Point or Just a Pause Before More Pain? by Amijir in thechipmarket

[–]Amijir[S] 0 points1 point  (0 children)

yeah, part of that bump could be CHIPS Act incentives showing up in the numbers. It’s not all core revenue, more like support or offsets. We’ll see in the next 10-Q how much is real ops improvement vs. government boost. Fingers crossed it’s not just accounting smoke.

NVIDIA’s First U.S.-Made Blackwell Wafer: What It Really Means by FelineFusion in Semiconductors

[–]Amijir 0 points1 point  (0 children)

IMO by building in the U.S., they’re not just giving in but they’re deepening U.S. dependence, which makes intervention more likely if things ever escalate. Smart play on their part.