4 ms·

Time to split off Intel's foundry operations?

• mepian 2y ago
  I remembered Andy Grove's quote: "If we got kicked out and the board brought in a new CEO, what do you think he would do?" Pat didn't do that, I guess.
• phonon 2y ago
  Not really. https://www.reuters.com/technology/intels-786-billion-subsidy-deal-restricts-sale-its-manufacturing-unit-2024-11-28/ https://www.reuters.com/technology/intels-786-billion-subsid...
• LittleTimothy 2y ago
  They've already been headed that way for a long time, the problem is that they need huge amounts of capital to complete their foundry road map and that is meant to be cross-subsidized by the other part of their business, but now it's looking shakey that they'll even have the capital to execute the plan - setting aside whether it would even work if they could.
• BirAdam 2y ago
  Intel can’t split due to the CHIPS Act.