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It may be Pat Gelsinger's game plan, but it is also his wishful thinking. He had invested so many resources into Intel Foundry but seems to have forgotten that the vast majority of Intel’s revenue and profit come from the Intel Product Division (the design side). Without competitive products from the Intel Product Division to sell and generate enough cash to fund Intel Foundry’s huge CapEx, his IDM 2.0 strategy won’t work, and it is killing Intel.
Intel product carried by Intel Fabs? Look at Intel Products going external and messing it up you seem to have forgotten the edge Fabs used to give to design one node ahead in the era of 0.5X Shrink with 20-25% perf/watt is a lot it's like 2 gen worth of area improvement and 1.5gen of perf/watt improvement in today's time.
It's not for Gelsinger that Intel blew up their advantage i would do the same thing and put resources into IFS though i would do it with careful planning not going overboard.
