Chip Giants in Focus: Trump's Industrial Policy Boosts Intel, NVIDIA and Micron Benefit from the AI Boom!

The return to a more active industrial policy in the USA marks a potential shift in direction: Instead of traditional subsidies, direct state participation in strategically relevant corporations is coming to the forefront. The goal is to reduce dependence on foreign producers, safeguard national security interests, and share in the profits of those companies that massively benefit from taxpayer money. The focus is on the semiconductor sector, which is considered a key industry between Washington and Beijing. Particularly, Intel is at the center...