PG is setting up Intel for the required strategic paradigm shift to fabless. The interim step will be to promote the strategy of vertical integrated Fab company (current Intel model) + the new foundry model. This interim strategy is required to get tens of billions of government money around the world. As Intel falls farther and farther behind technologically, the Fabs (old and new) will be sold off or shuttered, and the new fabless Intel will go to TSMC for chip production. Intel's most valuable asset is the very extensive "Intellectual Property Library" it has developed. This paradigm shift will likely take PG's entire first 5 years to realize, but make no mistake, Intel will never catch up to TSMC and fabless will be the only way forward.
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Who is up voting this ridiculousness? US needs its own chip maker. That is Intel. It might not be pretty but that’s what we have. The .gov is already in bed with Pat on it. Do try to keep up.
Intel will never give up on the fabs, even if they are garbage compared to the competition, because that's Intel's pathway to massive government handouts from the USA to maintain CPU production capacity for "national security".
There are no investors who would back a fabless Intel over AMD, NVIDIA, Apple, Qualcomm, and all the various Arm startups. The growth potential is simply not there; Intel has no special advantage in chip design anymore. Intel's story for investors depends upon the fantasy that the fabs will be industry-leading profit centers, like they are for TSMC.
In reply to: New Intel Coming...
Regarding Intel Corp. | Post ID: @1ivf+1gAuKgw0
Yes this makes perfect sense given the billions of dollars in investment in Ohio, Arizona, Oregon, Ireland, and India for new fabs. Pick up a newspaper you mo--
Stop reading the paper its not 1980, Get online and look at Intels stock trends, Constant downward spiral. There is no path forward for intel to stay competitive with its own FABS. Intel is horrible at production.
BK brown noser spotted
Yes this makes perfect sense given the billions of dollars in investment in Ohio, Arizona, Oregon, Ireland, and India for new fabs. Pick up a newspaper you mo--n.
More nonsense from someone on
the outside looking!