ExnessOfficial
Exness Representative
- Messages
- 84
Intel has secured AWS as a major customer for its foundry services—a significant victory in its quest to reassert power in a market dominated by TSMC. Industry analysts observe positive momentum for Intel in terms of securing foundry wins. Landing AWS is more than just gaining a new client; it's a validation of Intel's capability to manufacture chips for external entities, reinforcing its position in the competitive foundry arena.
But Intel's ambitions appear to stretch beyond mere partnerships. There are indications that the company is setting the stage to split into two distinct entities: one focusing on its core chip design and manufacturing, and another dedicated to its foundry services. This potential bifurcation hints at a strategic realignment, one that could streamline operations and ease concerns of competition and conflicts of interest for prospective clients.
The rationale behind establishing an independent foundry subsidiary is interesting. Such a move would be as close as possible to putting the right walls and guardrails around Intel's foundry operations. This separation would allow other customers to feel comfortable knowing they will have dedicated capacity and wafer allocation, making Intel's services more attractive to large-scale clients requiring substantial resources.
Follow this link to read more: https://exness.social/4gt7B5E
But Intel's ambitions appear to stretch beyond mere partnerships. There are indications that the company is setting the stage to split into two distinct entities: one focusing on its core chip design and manufacturing, and another dedicated to its foundry services. This potential bifurcation hints at a strategic realignment, one that could streamline operations and ease concerns of competition and conflicts of interest for prospective clients.
The rationale behind establishing an independent foundry subsidiary is interesting. Such a move would be as close as possible to putting the right walls and guardrails around Intel's foundry operations. This separation would allow other customers to feel comfortable knowing they will have dedicated capacity and wafer allocation, making Intel's services more attractive to large-scale clients requiring substantial resources.
Follow this link to read more: https://exness.social/4gt7B5E
