[onepointsixC]

Vultures are circling and with Intel trading at below the value of it's assets there's been an onslaught of articles suggesting that it would be best to cut up the company.

This would doom American leading edge fabrication and Intel as a whole.

Intel split apart will not survive. The fabs do not have customers with volume required to survive. They need Intel Design to be using them. With the Arrow Lake launch we're seeing that Intel Design, even with the latest TSMC node is behind AMD in performance. Raptor Lake, for all it's unfortunate voltage spike woes, was able to be very close to AMD when it came to performance in spite of being several nodes behind. This spoke to how well optimized Intel's designs were as an IDM for their own fabs. It's also why in spite of 18A being a very promising node has failed to pull many clients away from the TSMC ecosystem. Small advantages were built up over years which turned into larger ones.