Intel, the sole US producer of advanced logic chips, faces a funding crisis. Samsung and TSMC aren't planning US manufacturing, leaving US tech giants reliant on a single source. Intel needs ~$40B to compete, a sum potentially solvable by customer investment ($5B each from 8 companies). The author argues against splitting Intel, advocating for direct investment to secure domestic supply, national security, and a second sourcing option. Government tariffs on foreign chips could incentivize this investment.

Prepared by Christopher Adams and reviewed by editorial team.