Intel Restructuring Potential Through ASMC Spin-Off

about 1 month ago

Brett Schaefer & Ryan Henderson

"I just shared the charts... Intel burns $10 billion in free cash flow a year. They’re likely going to have to burn probably $100 billion or more to catch up to TSMC."

The speakers discuss the idea that Intel should split its chip design and manufacturing businesses to create a standalone chip manufacturing entity (ASMC). This restructuring is presented as a solution to unlock value and address Intel’s lag relative to TSMC, backed by investments from NVIDIA and major tech companies. The emphasis is on reducing conflicts of interest and boosting competitive positioning against TSMC.

Related Stocks