Intel’s Overlooked Edge Over TSMC, According To Pat Gelsinger

Pat Gelsinger’s Warning About TSMC And Taiwan Speaking at a recent event, Gelsinger warned that Taiwan’s dependence on imported energy poses a far greater risk to the global semiconductor industry than many appreciate. He pointed to reports that the island holds less than three weeks of energy reserves, arguing that a prolonged blockade could shut down chip production without a single shot being fired. “When you turn off a fab, it doesn’t come back on for 90 days,” Gelsinger said, adding that “the economic impact of a brown out of Taiwan is greater than the Great Depression.” Gelsinger’s comments weren’t…