Trump Touted The “Tens Of Billions Of Dollars” The Government Has Made From Intel, While Selling A Deal To Apple That Undercuts TSMC By 25% On Wafer Pricing
This story raises questions about governance, accountability, and American values.
The mainstream take on the Apple-Intel talks is all about Trump “shaping narratives,” as if the only story here is showmanship. That framing misses the harder question: what does it mean when America’s biggest tech firm can pressure its way to a deal that reshapes an industry the country depends on? If Intel is offering wafers at a steep discount, the public deserves clarity on whether this is market discipline or a politically lubricated bargain.
New Republican Times Editorial Board
Whatever else one might think of President Trump, it is plain as day that he is a connoisseur at shaping narratives. And, apparently the President seems to have played a material role in selling an Intel deal to Apple, one that might accrue sizable short- and long-term benefits to the Cupertino-based tech giant.
Apple's chip fabrication deal with Intel entails sizable margin benefits, reduces supply chain risks, and weakens TSMC's monopoly Apple has reached a preliminary chip fabrication deal with Intel, according to the Wall Street Journal.
While the specifics of this agreement are not known at this time, it [...]
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New Republican Times Editorial Board
The mainstream take on the Apple-Intel talks is all about Trump “shaping narratives,” as if the only story here is showmanship. That framing misses the harder question: what does it mean when America’s biggest tech firm can pressure its way to a deal that reshapes an industry the country depends on?
If Intel is offering wafers at a steep discount, the public deserves clarity on whether this is market discipline or a politically lubricated bargain. Public trust erodes when corporate winners look preselected, even if the outcome is popular. And while squeezing TSMC might feel like leverage, national security is not served by swapping one dependency for another without a plan.
The real standard is fair competition, backed by rule of law and industrial resilience. If Washington is going to influence semiconductor supply chains, it should do so transparently, with stability as the goal, not headline-friendly dealmaking.
Commentary written with AI assistance by the New Republican Times Editorial Board.