MEMO TO THE TRUMP WHITE HOUSE
Subject: Activate Intel Foundry with Broadcom as Strategic Anchor
Date: January 21, 2026
From: Mark Nichols, Internet Globalization and Infrastructure Pioneer (1996–1999)
Overview
This memo proposes a focused strategic alignment between Broadcom and Intel Foundry. The United States has the land, fabs, and equipment vendors ready to go. Broadcom has the pipeline of real chips and real demand. Intel has unused foundry assets that can be activated on American soil. The only thing missing is a formal agreement to tie them together.
Background
Intel is now a $256 billion company, up from $160 billion just weeks ago. That gain reflects belief, not production. Wall Street is pricing in a foundry future, but nothing has been nailed down yet. There is no anchor client, no committed tape-outs, and no equipment activation surge.
At the same time, Broadcom is running at full stretch with lead times booked out for years. Their chip platforms serve every major hyperscaler and infrastructure buyer. Demand is real, long-term, and domestic. The supply chain is not.
Taiwan is overloaded. The U.S. has land, labor, and latent fabs. It is time to connect these pieces.
Proposal
The White House should facilitate a take-or-pay Memorandum of Understanding (MOU) between Broadcom and Intel Foundry. The deal would signal a sovereign manufacturing runway for advanced silicon platforms. It would lock in tooling orders from KLA, ASML, Applied Materials, Lam Research, and Tokyo Electron. And it would validate Intel Foundry as real capacity, not a headline.
Key Elements:
(a) Broadcom commits chip volume across networking, AI interconnect, and hyperscale-grade ASICs
(b) Intel activates fab runways in Ohio, Arizona, and other domestic sites
(c) Equipment orders are placed immediately, with priority from U.S.-aligned vendors
(d) The deal is public, patriotic, and rooted in commerce, not subsidy
Additional Buyers
Elon Musk is a likely follow-on buyer. If Broadcom has the MOU, Musk can follow with another. XAI, Tesla, and other ventures are chip constrained. An American fab with an active line is a strong offer.
Other buyers include Amazon, Google, Oracle, and Meta. They are all deep in chip design, but shallow on secure domestic capacity.
Timing
Intel earnings are expected Thursday. The market has already priced in a Foundry future. But there is no foundation yet. This memo can help put one in place.
Conclusion
Lip-Bu Tan now leads Intel. He knows the territory. Hawk Tan leads Broadcom. He knows what real demand looks like. These are industrial operators, not stage performers. The handshake between them can bring sovereign capacity online in months, not years.
If the White House wants to act on behalf of American industry, now is the time. The land is ready. The buyers are waiting. The fabs are idle.
Let’s build.
Submitted to the White House via https://www.whitehouse.gov/contact/
Date of submission: January 21, 2026
Archived for public record.