They are pretty much there now — Intel Product division a separate legal entity operating as a fabless design house. The question now is only whether this Samsung conglomerate model holds for the long term, or whether ownership will split down the road.
"Under the dramatic reorganization and rebranding, we now have Intel Foundry and Intel Product—separate legal entities that remain parts of the same overall company but even have their own sales forces and back-end business systems. Intel Foundry will obviously make the processors that Intel Product develops but via arm’s-length transactions. Intel Foundry’s other customers get strict confidentiality, and everyone’s welcome. “If we’re going to be the Western foundry at scale, we can’t be discriminating in who’s participating in that,” Gelsinger said yesterday.”
Intel Foundry, now a distinct entity from the chip-design side of the business, announces Microsoft as a customer.
finance.yahoo.com
"These organizations will be legally distinct and have their own staff and processes with minimal overlap to ensure confidentiality, explained IFS head Stu Pann. "We're very disciplined about this. We have two separate sales forces. We're building two separate ERP systems. We're outlining two separate legal entities," he said. "Intel Foundry will do arm's length transactions with the Product groups."
"Well, if you go back to the picture I showed today, Paul, there are [Intel Product] and [Intel Foundry], There's a clean line between those, and as I said on the last earnings call, we'll have [set up a] separate legal entity for [Intel Foundry] this year, " Gelsinger responded. "We'll start posting separate financials associated with that going forward. And the foundry team's objective is simple: Fill. The. Fabs. Deliver to the broadest set of customers on the planet. [...] So I want my foundry to be used by everybody. Period. We want to help build Nvidia chips, and AMD chips, and TPU chips for Google, and inference chips for Amazon. Period. We want to help them and give them the most powerful, performant, and efficient technologies for them to build their systems. Period. Full stop."
Cats and dogs, living together!
www.tomshardware.com
The Intel CEO almost stamping his foot proclaiming he wants to build AMD chips to fill fabs — who would have thought that back in the day?