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Friday is here, and the weekend will bring no shortage of developments. Intel has fallen under state influence—and it may not be the only company facing this challenge. Around the world, governments are racing to build their chips, while new systems are getting closer to decoding human thoughts. As wireless tech advances, the line between mind and machine could blur even further. Enjoy your weekend, and stay curious.

• Mexico, Malaysia, and India chase semiconductor self-sufficiency

• AI Tools - Base44

• Capitalism Meets State Power: Intel’s Future

• Decoding the inner voice

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Mexico, Malaysia, and India chase semiconductor self-sufficiency

Mexico, Malaysia, and India are pushing to build local semiconductor industries to cut reliance on $24B+ in annual chip imports and move up the supply chain. Instead of competing with giants like TSMC and Nvidia, the focus is on legacy chips for electronics and autos, less advanced, but cheaper to produce.

• Mexico: Launched the Kutsari Center in 2025 to design chips, with hopes of producing locally by 2030. Currently lacks fabrication plants (fabs) and Outsourced Semiconductor Assembly and Testing (OSAT) facilities. Building a single fab could cost ~$10B. Companies like IBM, Qualcomm, and Foxconn are considering involvement. Mexico graduates only ~5 chip designers per year vs. the 100 needed.

• Malaysia: Already the 7th largest chip exporter, specializing in assembly, packaging, and testing. Its 2023 National Semiconductor Strategy aims for $117B in investment by 2030 and training 60,000 engineers. Recently paid ARM $250M for design blueprints to spawn 10 local chip firms with potential revenues of $2B each. Still faces a 5,000 engineer annual output vs. 50,000 needed.

• India: Announced a $10B Semiconductor Mission in 2021, but many projects collapsed, including a $19.5B Vedanta–Foxconn venture. The largest active effort is Tata’s $11B fab with Taiwan’s PSMC, expected to make 50,000 wafers/month. Talent shortages and bureaucratic hurdles remain.

Globally, 75% of chips are made in Taiwan/China, 12% in the U.S. Experts doubt any single country can build a full supply chain, warning against “policymaker fantasy.” The biggest barrier across all three countries is a shortage of skilled engineers and brain drain to higher-paying markets.

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Capitalism Meets State Power: Intel’s Future

Intel’s stock jumped 5% after reports that the Trump administration is considering taking a stake in the struggling chipmaker to help fund its long-delayed $100B Ohio fab project. While pitched as a move to “reshore” U.S. semiconductor production, this marks a shift from subsidies to partial government ownership, blurring the line between capitalism and state control.

If Intel, once the pride of U.S. tech, becomes partly state-run, it could set a precedent for other “strategic” firms like Micron or GlobalFoundries to face similar interventions. Intel could theoretically go fabless, focusing on design like Nvidia and AMD, but Washington wants domestic fabs for national security. Combined with the White House’s new policy of taking a 15% cut from Nvidia and AMD chip sales to China, this move suggests the U.S. is edging toward state-managed industry, raising questions about market distortion, investor confidence, and whether America is inching closer to a form of industrial socialism.

This is a scenario analysis that most of us do not want to see, but that is not that far fetched if we continue the pattern that we are seeing now:

If the U.S. Expands Government Stakes in Tech

1. Mild Intervention (2025–2027)

   • Government takes minority stakes in Intel, Micron, and GlobalFoundries to secure domestic fabs.

   • Washington uses ownership to push faster construction and prioritization of military/AI chips.

   • Markets accept it as a “strategic necessity,” but valuations flatten as firms lose independence.

2. Deeper State Capitalism (2028–2032)

   • U.S. government demands revenue shares (like the 15% Nvidia/AMD China sales tax) across multiple sectors.

   • Cloud providers (Amazon, Microsoft, Google) could be pressured into joint ventures for AI infrastructure.

   • Investor confidence weakens: Wall Street sees U.S. tech as partially nationalized utilities rather than growth companies.

   • Brain drain risk as top engineers leave for startups abroad.

3. Full Industrial Socialism (2032 and beyond)

   • Government consolidates chipmaking into a few “national champions” with heavy subsidies and oversight.

   • Innovation slows as R&D budgets follow political directives instead of market demand.

   • Private competitors like Nvidia or AMD may relocate more design overseas to avoid direct government control.

   • U.S. tech leadership risks stagnation, echoing state-run models in other countries.

A minority stake in Intel could look harmless today, but if extended across the sector, it risks turning America’s most innovative industry into a state-managed utility, sacrificing agility for control.

Decoding your inner voice

Scientists in the BrainGate2 trial have shown they can decode not just spoken attempts but also imagined words.

One ALS patient generated nearly 6,000 words at 97.5% accuracy, while others reached up to 70% accuracy in inner speech. The breakthrough could ease communication for paralyzed patients but raises privacy concerns, computers even picked up numbers people silently counted.

To prevent eavesdropping, researchers tested a mental password (“Chitty Chitty Bang Bang”), recognized with 98.7% accuracy. It’s early-stage, but a major step toward turning thoughts directly into speech.