Ugh, I feel bad for all my former coworkers. Pat was supposed to be the returning savior of Intel and now I'm hearing rumors he might not last through 2024 at this rate. The thing is, even if Pat goes down, Intel is too big to fail for the US from a national security POV. While TSMC is starting to build more fabs in the US, they're doing it kicking and screaming, and the funding in the Chips & Science Act is just a drop in the bucket for now. I fully expect more semiconductor industrial policy from the US gov in the next 10 years. It's a good time to be in semiconductor policy at Intel, SIA, etc. etc.