If LBT hasn't set clear objectives for IFS, along with metrics and progress reviews, he wouldn't be a competent CEO. IFS is the most expensive investment Intel is making, by far, I suspect.
Pat Gelsinger Disappointed with Sam Altman
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tooLongInEDA
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ICF was Intel Custom Foundry - the previous iteration of Intel attempting to establish an external foundry business. Believe it ran from around 2010 to 2018. In its later/final stage it was using Intel 10nm (probably the most delayed process in Intel history). Believe they had a small number (likely less than 10) of large account engagements - but nothing of huge volume. Ericsson was apparently one. Some of these customers apparently got badly burnt by the ICF project failures. Altera may have been an ICF account before Intel acquired them. There's a SemiWiki discussion thread about ICF.
I'm fairly confident that LBT won't be repeating the ICF mistakes (though Pat may have done if left in charge).
One experience I had Lip-Bu and foundries was when he first joined Cadence. TSMC did not have a great relationship with Cadence at that time but Lip-Bu turned that around in a hurry as a customer and a partner. I saw Lip-Bu in Taiwan more than Silicon Valley. Having TSMC as a customer is big for EDA companies because TSMC's customers always ask what tools TSMC is using etc...
TSMC was using a Taiwanese company's layout and simulation tools (Springsoft) internally. Lip-Bu went in and gave TSMC a great deal on all of Cadence tools and the rest as they say is history.
It also helped that Synopsys bought Springsoft making an opening for Cadence with TMSC but Lip-Bu is the one who jumped in and made it a win-win partnership that has lasted for 20+ years. I was helping Tanner EDA at the time with their foundry relationships and I had hoped to replace Springsoft with Tanner EDA. Lip-Bu beat me like a drum on that one. Tanner EDA was then sold to Mentor Graphics so we did okay on that one.