HN Reader

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.

Charlie Demerjian of SemiAccurate thinks this will be the killing blow for Intel in the long run.

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?

Ah yes, there's a turf war going on(°). https://www.tomshardware.com/tech-industry/semiconductors/in...

...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