this post was submitted on 12 Aug 2025
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I would be absolutely shocked if Intel spun off their fabs. Having worked at an Intel site (Ocotillo), they are extremely controlling of everything going on inside the factory to their own detriment; so much so that if hopping on one foot while doing a specific task on a tool somehow improves yield by any metric, then it's added to spec and never questioned again.
Hell, they were still running their 1272 process (14nm) on some tools when I left in 2022.
TL;DR - They need to spin off the fabs for their own survival. And its gonna take an act of god to do so.