Comment by Alupis
5 days ago
I wonder if we'll see more Intel sell-offs, as Tan et al try to get things under control.
Will we see an AMD-esque fab spin-off?
5 days ago
I wonder if we'll see more Intel sell-offs, as Tan et al try to get things under control.
Will we see an AMD-esque fab spin-off?
Beyond ensuring adequate cash flow, they need to be 100% focused on getting 18A shipping in volume as soon as possible rather than financial engineering stuff.
Would market regulators allow a single buyer to acquire all of Intel's fabs in one go?
My guess would be no, but I could be wrong. The current administration clearly wants more domestic capability, so even if someone like TSMC/Samsung/etc wanted to acquire as part of their US operations, my gut says it would be challenged.
When AMD spun off their fabs into what became Global Foundries, it was difficult for many to see the upside. However, today, it seems not being tied to any particular fab/tech is one of AMD's biggest advantages.
I'd guess that they'll continue to sell off mobileye over time.