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6 quotes from 1 episode on All-In Podcast, each with a timestamped link to the source.
Pat Gelsinger states that global chip production concentrates risk on the island of Taiwan. The region produces 5x more advanced silicon wafers than competitors while operating on less than 3 weeks of energy reserves.
TSMC manufactures 5x more advanced silicon wafers than competitors.
“TSMC was producing 5x the wafers of Intel. Not 10% more 5x.”
From Taiwan Chip Crisis: Your Business's Hidden Geopolitical Risk
An energy cutoff to Taiwan would create global economic damage exceeding the Great Depression.
“The economic impact of a brown out of Taiwan is greater than the Great Depression, right? Uh in the world, never do you need to do anything a shot to be fired. You just need to say, 'Great, no energy for 3 weeks.'”
From Taiwan Chip Crisis: Your Business's Hidden Geopolitical Risk
Placing finance people over technical leaders resulted in a decade without new factories. The leadership failed to purchase EUV machines and completely missed the general-purpose GPU market.
“I view one of the things that went off the rail was when it started to be run by business people as opposed to technical, the bean counters, the finance people…”
From Intel's Failure: 'Bean Counters' at the Helm Missed Mobile, GPUs
“…it hadn't built a new factory in a decade when I got there. It's like, you know, how can you not be building? How could you not buy EUV machines?”
From Intel's Failure: 'Bean Counters' at the Helm Missed Mobile, GPUs
The island of Taiwan maintains less than 3 weeks of energy reserves. Adversaries could halt chip production and trigger an economic depression globally by simply cutting off power.
“The island of Taiwan has less than 3 weeks, a big article in the Wall Street Journal two weeks ago on this, less than 3 weeks of energy reserves. Wow. Okay, that should just put a chill in everybody's spine, right?”
From Taiwan Chip Crisis: Your Business's Hidden Geopolitical Risk
“…blockaded the Taiwan Straits seven times over the last four years. This isn't a theory.”
From Taiwan Chip Crisis: Your Business's Hidden Geopolitical Risk
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