Four former Intel board members have written two opinion pieces for Fortune arguing that the only solution to Intel’s problems is to break the company into two pieces: a design company and a wafer fabrication (foundry) company. I do agree with their position that Intel should not sell its foundry business to TSMC but strongly disagree with their argument that Intel should be broken up.
The board members are well meaning but off target. They are two academics and two former government bureaucrats, just the type of folks you want dictating strategy in the ruggedly competitive semiconductor industry.
