Inside Intel's Breakup Scenario

This IDC Market Note discusses the potential breakup and sale of Intel amid leadership changes and challenges in its core business. The U.S. administration's shift in priorities and the jeopardy of the CHIPS Act have fueled these discussions. Various companies, including AMD, Qualcomm, and Broadcom, are considered potential buyers, each with strategic interests and challenges. This document emphasizes the need for long-term investment and thoughtful stewardship to unlock Intel's value and maintain U.S. leadership in semiconductor manufacturing.