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Trump is betting on Intel. Will the chips fall in its own way?

The United States government aims to take an Intel share participation in exchange for the subsidies that the company was already committed to receiving pursuant to the Biden Chips Act era, according to the comments that the secretary of the US trade Howard Lutnick did in a Interview with CNBC. The move is part of the government’s efforts to increase the production of US chips.

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“We should get an equity participation for our money, so we will deliver the money that was already busy under the Biden administration,” Lutnick said. “We will have fairness in return.” Previously, the government was discussing to take a 10 % participation in Intel, According to the New York Times.

The agreement could help the venerable chipmaker to finance its semiconductors manufacturing plants based in the United States, or Fab, which have requested billions of dollars to build and maintain, even if the demand for Intel chip has decreased in recent years. Some experts in the chip sector and members of the Trump administration say that maintaining Intel is essential for the national security of the United States, because it reduces dependence on the country on chipmakers abroad.

But analysts and a remarkable economist affirm that a potential link between Intel and the United States government could present a conflict of interest and may not involve the type of home industry due to the fact that the administration is breaking.

“It is not the right policy to have the government of the United States, to have privatization on the contrary,” says Stephen Moore, visiting companion at the Heritage Foundation and a former Senior Economic Councilor of the 2016 Trump campaign. “This is similar to the European industrial model and we do not often do it here in the United States because it ends up to fail.”

Government intervention

The United States government has a certain story of investments in the private sector. Moore cites a program from the 80s called Synthetic Fuels Corporation, an investment of billions of dollars directed at the federal level in companies that produce liquid fuel from coal, oil shale and bituminous sands. He was greeted by President Jimmy Carter as “the cornerstone of our energy policy” and had fallen to pieces By 1986.

So, in the wake of the 2008 financial crisis, the United States government intervened with the rescues of billions of dollars to prevent US car manufacturers and some banks from going under. These funds have been issued through the rescue program of activities in difficulty, in which the United States Treasury Department purchased or guaranteed toxic activities or in the form of bridge loans. Many were At the end refunded.

More recently, the Department of Defense has agreed to finance a rare lands magnetic company based in the United States, MP Materials, through equity and loans, in order to expand production and reduce the dependence of the country from China. The theoretical agreement would give MP materials to increase its production capacity from 3,000 to 10,000 tons.

Moore states that the ideal scenario is that these agreements between the government and the private industry have an endpoint. “It should be an agreement to have a short -term participation and then give in,” he says.

But the current administration of Trump has taken a further step forward to some of these public-private commercial relations: in June, the administration approved a partnership between the Japanese company Steel Company Steel Nippon Steel and Us Steel based in Pittsburgh, depending on a national security agreement and of The so -called “Golden Share” provision. The government insisted on the fact that he had a say in the decisions of the US company Steel, including the nominated of the Council and the future transfer plans. (This agreement was also designed to help the United States compete with China on the production of steel.)

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