The market will need an alternative to TSMC. Intel is the only viable path to that currently. Splitting up the company risks sinking both sides of the business.| Digits to Dollars
Intel needs to sell a stake to a consortium of outside investors.| Digits to Dollars
The best way to both save Intel and have leading edge manufacturing in the U.S. is to split the company, and for the U.S. government to pick up the bill via purchase guarantees.| Stratechery by Ben Thompson