This is right in the Musk wheelhouse. As SpaceX is to Boeing, and Tesla is to GM/Ford, ______ is to Intel. I'm surprised he hasn't made a move in this space.
Afaik the main differences seem to be that the price of finished chips is much more volatile and that the R&D costs of continually creating faster processes and chips are way higher than either electric cars or rockets.
That is, while of course Tesla and SpaceX had to do R&D to have an advantage in the market, rockets were already invented and so were electric motors/batteries. It feels like the hardcore engineering that goes into a new process node or whatever new tech we need to get to the next iteration of Moore's law is even less predictable and more expensive than either cars or rockets.
Afaik Intel's mismanagement is only one piece of the puzzle. Correctly deploying capital to get to the next process node profitably isn't easy. Besides mismanagement there must be other reasons why global chip production is an industry that keeps seeing consolidation at the top?
