Do not spin the Foundry off, just shutter it completely. That’s the only way for Intel to survive.
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If you shut down foundry, Intel will cease to exist. Design is also not competitive at Intel. So how will it make money? I don't see the reasoning here.
Face it the BUs gave even less value in the coming bankruptcy
We must not spin off the foundry, it just needs to be shut down. It’s a loss leader and shouldn’t exist.
The majority of semiconductor products being manufactured across all product lines in the industry don't need to be manufactured on the latest process technology. Intel's foundry business should be going after the non-leading edge customers if for nothing more than gaining experience in working with external fab customers. Intel has excess fab capacity with the factories it already has so why is it building more? Even if 18A exceeds TSMC at some point why would leading edge customers want to switch to Intel? TSMC won't be behind for long and they have an incredible amount of experience with working with external customers...that is all they do.
Intel needs to stop being obsessed with being the industry leader and focus on just being an industry survivor. Go after the lower end product manufacturing and build experience and work back to being an industry leader. Do some self reflection and figure out why businesses don't want to work with you. Make changes in how customers are treated. You really aren't the smartest people in the room and haven't been for quite a while.
I also think that long-term foundry will be a gold mine. In the short term they got a lot of work to do learning how to competitively manufacture and severe culture coarse correction. Never had to do that before so it is not entirely there fault.
But with little domestic competition in leading edge logic combined with national security concerns (national security = economic supremacy)...I do not think they would be wise to part ways with IFS entirely. Perhaps spin it off retaining a controlling interest, fire most of the management, and start over from the ground up as a pure play foundry (this is key). Might even get some funding form Microsoft, Google, etc....
I see the product side as ultra competitive with many well capitalized competitors. I really wound't be surprised if they sold all or part of CCG. Then intel product can just focus on DCAI.
Long term I would rather be Intel foundry.
There’s a terrific market for what Intel foundry makes once we drop the twin boat anchors of trying to expand the network when we don’t have customers and trying to catch up to an incredibly expensive leading edge. Put someone competent over Fabco and it’ll do great
Amd did it many years ago……….for Intel …better late than never….spin off foundry
The Foundry is running a complete loss and is dragging Intel down.
The foundry is the only thing bringing in revenue
Says the BU that has no competitive products, whether they're on Intel or tsmc technology.