This feels like Intel is preparing to break the company into Foundry business and non-foundry business.
Unless AMD did a major mistake and mis-step unfortunately I think this is all too little too late. Both Laptop APU and Server CPU market share are continuously being eaten up. Of All the product line I dont see anything that Intel earn money and sustain their Foundry business heavy CAPEX and R&D.
Unless AMD did a major mistake and mis-step unfortunately I think this is all too little too late. Both Laptop APU and Server CPU market share are continuously being eaten up. Of All the product line I dont see anything that Intel earn money and sustain their Foundry business heavy CAPEX and R&D.
https://www.semiaccurate.com/2025/09/08/intel-reshuffles-sen...
Personally, I am worried Intel is approaching the point of no return in terms of a recovery plan.
What is going to happen to those multi billion dollar investments Intel made in ASML EUV machines?
Perhaps this says more about Charlie than Intel.
...and guess what, the guy who responds to a crisis by breaking up the company!! is a former investment banker.
(°) I called it two weeks before the publishing date: https://news.ycombinator.com/item?id=44685585