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259 | Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business
December 17, 2024
Intel's foundry business must be shed due to negative value but importance for US competitiveness in AI semiconductor race. Questions on importance of US-based advanced manufacturing and control, funding for spin-out, key stakeholders, and timeline for competitiveness arise. Proposed solution: spin out Intel's foundry business as joint venture with TSMC. Intel's x86 business declining, costs high, not competitive. Need for US-based manufacturing for security. Joint venture with TSMC and stakeholders, secure investments, collaboration, multi-stakeholder approa...Read more