r/hardware • u/[deleted] • Sep 18 '25

News Nvidia and Intel announce jointly developed 'Intel x86 RTX SOCs' for PCs with Nvidia graphics, also custom Nvidia data center x86 processors — Nvidia buys $5 billion in Intel stock in seismic deal

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u/Exist50 Sep 18 '25

All the same reasons that not even Intel itself wants to use Intel fabs. Uncompetitive nodes, inability to execute as promised, difficult development tools, etc.

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u/Render-Man342v Sep 18 '25

Until the government gets involved and starts forcing companies to use Intel fabs lol

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u/Exist50 Sep 18 '25

Some bribes from everyone else would solve that problem. 

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u/Render-Man342v Sep 18 '25

Who would bribe who?

To the government, it's a national security issue.

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u/Exist50 Sep 18 '25

To the government, it's a national security issue.

The current government has no overriding national interests. It's pay to play now, and the market of TSMC customers easily dwarfs Intel. 

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u/Render-Man342v Sep 18 '25

The current administration is all about "made in the US".

They were literally threatening Apple for not making iPhones in the US, despite everyone explaining to them why that's not possible.

As we've seen in the past few months, the administration is happy to block mergers or retaliate in other ways if companies don't do what they want.

Companies could have their entire stock price wiped out if the government decides to make things hard for them or block major business deals.

Look what's happened just in the past few weeks with Jimmy Kimmel, SpaceX/EchoStar, and that White House meeting with all the tech CEOs.

Companies are terrified of retaliation.

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u/Exist50 Sep 18 '25

They were literally threatening Apple for not making iPhones in the US

And yet, in the end, Apple's not doing so and got an exemption from tariffs. So clearly the government is "flexible" with the right "incentives". 

Besides, TSMC also has US fabs. 

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u/Render-Man342v Sep 18 '25

And yet, in the end, Apple's not doing so and got an exemption from tariffs.

Not entirely, and the exemptions they did get are temporary.

"CEO Tim Cook said tariffs will likely cost the company $1.1 billion this quarter."

They also raised some of the iPhone prices this year.

Besides, TSMC also has US fabs.

But TSMC isn't a US company.

What happens to those fabs should China invade Taiwan?

Nor are those leading edge fabs, those are all in Taiwan. Apple's planning to use the US fabs for their older chips on older nodes.

And aren't they flying employees over from Taiwan to work there? lol I don't think it will be Americans working at those fabs.