$Intel (INTC.US)$$Taiwan Semiconductor (TSM.US)$ INTC is the...

$Intel(INTC.US)$ $Taiwan Semiconductor(TSM.US)$ INTC is the only real US chip manufacturer that can reasonably compete with Korean Samsung and Taiwanese TSMC (-100 credit score for acknowledging Taiwan). It is getting lots of literal boat load of cash(probs something like $50B equivalent) from the government that is positive for the shareholders, while maintaining the buybacks and dividends. Yes, TSMC and others are also hedging and gonna start making some chips in USA but realistically the gubment will give most of the cash to INTC.

US gubment is in a cold war with China, this means it's also a technological warfare. This means supercomputers, missile, Starlink chips(private company) etc and Intel is likely going to be one of the prime suppliers of this boom in tech investment.