Intel Faces Dual Crises as Taiwan Investigation and US Legislation Threaten Growth

Intel is navigating turbulent waters this week as the semiconductor giant confronts two simultaneous challenges that could significantly impact its strategic ambitions. While CEO Lip-Bu Tan works to position the company’s foundry business against dominant competitor TSMC, developments in Taiwan and Washington have created substantial headwinds for the chipmaker.

Across the Pacific, bipartisan U.S. lawmakers are advancing legislation that would impose significant restrictions on recipients of CHIPS Act funding. The proposed measure would prohibit companies that receive subsidies from purchasing semiconductor manufacturing equipment from China for ten years. As the largest beneficiary of the CHIPS Act program, Intel would be directly affected by these constraints.

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