Intel executives say a manufacturing spinoff is possible

[Y.H]

I don't think Intel will ever be fully "ready for a split." Survival hinges not just on financial independence but also on mindset. While Intel Foundry is moving towards financial independence, the shift in mindset is progressing slowly.

To become a successful foundry, Intel needs to adopt a customer-centric approach. A well-known example is TSMC which sent a team of around 100 people to Apple to help overcome challenges and secure the iPhone SoC order.

If Qualcomm, Broadcom, and Amazon are the top target customers for A18/A14, Intel can deploy teams to work closely with these companies daily. By directly learning from customers and addressing their needs, Intel can get things done more effectively.

If Intel Foundry Services (IFS) aims to compete outside TSMC's market, gaining customer trust quickly and achieving a technical edge over Samsung will provide significant momentum.

Well. Maybe there isn’t a best time for split. But I’m guessing there could exist a worst time for splitting….

 

[siliconbruh999]

The split won't happen this decade at least due to CHIPS Act clause