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Returning from dinner, I enjoyed the evening holiday warmth in Croatia when suddenly the media reports about a possible US stake in Intel (i) on August 14, 2025, came in. My thought on this is, yes, that would make sense now. Intel CEO Lip-Bu Tan met with US President Trump on Monday and apparently had some strong arguments as to why he is the right CEO and why the US should even support Intel. My opinion: Under Trump, the US is aiming for a massive strengthening of its own supply chains and domestic production capabilities – see tariffs and...
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