Intel's proposed plan to potentially spin off its foundry business raises questions about its role as a manufacturer versus becoming a fabless semiconductor company.
Gelsinger's IDM 2.0 strategy aimed at efficiency and cost-saving includes spinning off the Foundry division to attract new capital, given its ongoing losses.
Experts suggest that while Intel's Foundry faces revenue challenges and $7 billion losses, whether a full spinoff will happen is uncertain, with speculation being rampant.
The intrinsic conflict where Foundry's potential customers may also be Intel's competitors complicates the situation, leading to concerns about IP accessibility to Intel.
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