
According to Jim Keller, a distinguished chip expert and former Intel engineer, a “great”Intel should hold a valuation of approximately $1 trillion. Keller expresses concerns over Intel potentially splitting its operations, suggesting that such a separation would be akin to a “fire sale”rather than a strategic move to enhance shareholder value.
Assessing Intel’s True Value in the Current Market Landscape
The ongoing saga surrounding Intel’s possible divestiture has garnered significant attention. Initially, discussions revolved around Qualcomm’s interest in acquiring parts of the business. Now, new players, including TSMC and Broadcom, have entered the scene. Keller’s recent comments underscore the idea that fragmenting Intel would devalue the company, comparing it to selling a product below its worth.
I think a great Intel is worth $1 trillion. Seems a little careless to throw w it away
— Jim Keller (@jimkxa) February 18, 2025
In our previous coverage, we highlighted that TSMC and Broadcom are eyeing Intel’s notable divisions, particularly its manufacturing and foundry sectors. Should this split occur, it would effectively disassemble Team Blue, resulting in foreign entities managing crucial components of the company. While this approach might offer a short-term boost to shareholder value, it raises concerns about the broader implications for the semiconductor industry. Furthermore, the current political climate suggests the Trump administration may block such transactions.

Another potential scenario involves Intel leveraging TSMC’s fabrication capabilities, fostering collaboration that could enhance process efficiencies. Despite the uncertainties, there is a rising sense of optimism surrounding Intel, reflected in the company’s stock performance, which has surged by 18% in just five days.
As the new administration takes charge, the outlook for the U. S.semiconductor market appears increasingly optimistic. Companies like TSMC are proactively seeking strategies to navigate potential tariffs threatened by Trump, who has hinted at imposing tariffs as high as 100% on chips sourced from Taiwan. Consequently, a decision on Intel’s future trajectory may soon come to a head.
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