TXN received $850M in Q2 CHIPS incentives, supporting its semiconductor economics. Separately, Intel is ramping its 18A high-volume manufacturing in Arizona and Oregon, backed by a US government equity stake and a $5B NVIDIA investment tied to AI infrastructure. Overall, the article points to sustained public/private capex momentum for AI-related chip production, a modest positive for the group.
TXN received $850M in Q2 CHIPS incentives, supporting its semiconductor economics. Separately, Intel is ramping its 18A high-volume manufacturing in Arizona and Oregon, backed by a US government equity stake and a $5B NVIDIA investment tied to AI infrastructure. Overall, the article points to sustained public/private capex momentum for AI-related chip production, a modest positive for the group.
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mildly positive
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0.35
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