There comes a time when one decision by the company becomes it's final nail in the coffin. This time it's INTC, the once bluest of bluechips. If that Christ lover CEO thinks separating foundry and design will set things straight, he's wrong. Where's the big customer for all those fabs built at EU & Ohio ? NVDA & AMD would be stupid to choose INTC over TSMC given their poor history of how things work and executed there.
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@tdt+1ngzS4EX, totally agree. Intel design and product teams are in for a rude awakening because of all the privileges they had in IDM 1.0.
@tdt Not sure. In terms of their main competitors, AMD and Intel are not fundamentally different. IFS and TSMC are. It's like GM vs. Toyota.
The split will happen eventually, and it will save the company, but the part of the company that will be saved will be the manufacturing/foundry while the rest of Intel will slowly wither away.
Just look at GF and AMD….the Harvard business case is there …..
Intel will be forced to use Tsmc too in 10 years…
Intel is hiring chip factory workers like McDonald's hires burger flippers. End well, this will not.
Sell graphics group or repurpose the engineers in graphics group . Intel will never win back graphics ...
Splitting is the only chance intel has a path to survival
“Chip making is a low tech business”. That is the most clueless thing I’ve read to date on this board to date. And that’s saying something.
Splitting is common sense. It is the right decision.
Execution is a different game. None of the current leaders inspires confidence. But chip making is a low tech business. Maybe the vendors can teach Intel how to make things now that Intel is going to spend some serious money on them. Intel has always relied on vendors to get things done.