This shift could drive up chip prices, diminishing the purchasing power of enterprises and their equipment suppliers. It could also negatively impact US efforts to achieve leadership in semiconductor manufacturing.
“While such restrictions could enhance resilience against global supply chain disruptions and strengthen the US semiconductor ecosystem, it might come at the expense of slower scalability,” said Manish Rawat, semiconductor analyst at TechInsights.
Implications for enterprises
For enterprise customers, the restrictions bring both challenges and opportunities, according to Rawat. Intel’s limited access to external investors and potential delays in scaling its foundry operations could raise supply chain reliability concerns during peak demand.
