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Intel is Moore than a Company — it is a Mission

Daniel Nenni

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New Platforms Business Developement Manager
Sep 2003 - Sep 2008 · 5 yrs 1 mo
SONY Account Manager
Sep 1999 - Sep 2003 · 4 yrs 1 mo
Field application Engineer
Sep 1994 - Sep 1999 · 5 yrs 1 mo

“Intel is more than a company — it is a mission.”

I spent nearly 15 unforgettable years at Intel. It shaped how I think, how I build, and what I believe technology can achieve.
But 17 years later, I look at Intel and I ask: Where did the magic go?

- The market has shifted. Intel has lost ground. And the world is not waiting.
- The question now is not how to recover share.
- It’s deeper: Is Intel’s business model still relevant?
- I believe it can be — but only through bold, structural transformation.
- It’s time for its board of directors to decide for a split of Intel into three independent, purpose-driven entities, each laser-focused, each world-class:

=========================
= 1. Intel Corp (Holding) – The Brain =
=========================
-Set long-term vision and strategy
-Invest in moonshot R&D: quantum, neuromorphic, AI accelerators
-Curate and market flagship processors (Core, Xeon, Gaudi)
-Source production dynamically: IFS, TSMC, or others

===============================
= 2. Intel Foundry Services (IFS) – The Muscle =
===============================
-Operate as a neutral, global foundry, open to all customers
-Target Apple, Qualcomm, NVIDIA with competitive nodes
-Compete directly with TSMC and Samsung
-Attract government funding as a critical infrastructure asset

==============================
= 3. Intel x86 Licensing Group – The Engine =
==============================
-License x86 architecture like ARM licenses its IP
-Enable third parties to build x86 chips tailored to their needs
-Unlock massive royalty-driven revenue
-Expand the x86 ecosystem instead of guarding it

================================
= This isn’t fragmentation. It’s strategic clarity. =
================================
- TSMC doesn’t sell chips. ARM doesn’t own fabs.
- Intel, trying to do everything under one roof, has become too slow for the AI decade.
- Let each unit compete — openly, freely — and Intel can lead again.

Because at its best, Intel doesn’t follow trends. It sets them.
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splitting up is very wise.
I am not sure but I have heard that x86 licensing isnt really a thing. people dont really want it (I am not a ARM/x86 expert).

Making CPUs is the money maker and should be the third item.
 
splitting up is very wise.
I am not sure but I have heard that x86 licensing isnt really a thing. people dont really want it (I am not a ARM/x86 expert).

Making CPUs is the money maker and should be the third item.
Quite. The whole proposal is a complete mess. There is no need for a) a holding company (and Intel's recent record in "strategic direction and decision making" doesn't sound like a viable business opportunity) and b) an x86 licencing business unit (there's no significant proven market and unlikely to be one this late in the game). And it's missing the x86 product business, as you noted.
 
Divorces are messy, I do not see Lip-Bu doing it. We are talking about his legacy and no one wants a divorce as part of their legacy, friendly or not.
 
I think Pat also introduced the plan to let external customers design x86 parts. But I guess there hadn’t been any takers yet
 
I think Pat also introduced the plan to let external customers design x86 parts. But I guess there hadn’t been any takers yet
Quite the opposite the custome x86 as Lip Bu talked about its going to be a a market that will be between AMD/Intel.
Top 3 Cloud vendor has been making custom Chips for quite some time and I think it will only increase more.
 
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