Intel’s Foundry Spin-Off Debate: Lessons From AMD’s Fabless Gamble
Intel’s foundry is bleeding billions, shareholders want a spin-off, and the CEO says no. The drama mirrors AMD’s 2008 gamble when it went fabless, dumping its fabs to GlobalFoundries and bouncing back with TSMC chips. But Intel’s boss is betting on in-house 18A and 14A tech to secure America’s chip lead. Spin it off or double down — whichever path they choose could define the next decade of U.S. semiconductors.