Intel's White House Advantage: The Only Chip Giant Not Paying The China Tax

Intel is the only major chipmaker not subject to the new 15% revenue cut on AI chip sales to China, unlike Nvidia and AMD. This advantage stems from CEO Lip-Bu Tan's upcoming White House meeting, which could strengthen Intel's ties with the U.S. government and help avoid similar penalties. With less exposure to China, Intel can maintain healthier profit margins, allowing for greater investment in R&D and domestic expansion. The meeting presents an opportunity for Intel to turn political scrutiny into a competitive edge in the semiconductor market.