Jim Keller criticizes possible sale of Intel and says the company is worth 1 trillion dollars

Jim Keller, an engineer who led the development of chips at Intel, recently spoke out on the rumors of a possible sale or division of the semiconductor giant.

The expert, currently CEO of Tenstorrent, a developer of processors aimed at artificial intelligence, considers that selling Intel or some of his divisions would be a strategic error.

Keller believes that the company still has great value and could prosper in the future, but the sale at this time would mean a “fire sale”(Sale at low prices), compromising its potential.

Sale of Intel: A risky strategy?

In recent days, rumors circulated that Broadcom would also be interested in purchasing Intel’s product division. Another possibility in discussion is the creation of a joint venture involving Intel’s Foundry unit with companies such as TSMC, Qualcomm and others.

Such movements aim to strengthen Intel’s position in an increasingly competitive semiconductor market.

I think a great Intel is $ 1 trillion. It seems a little careless to throw it away

However, Keller criticized these speculation, stating that “a strong Intel is worth 1 trillion dollars.” He considers that, when dividing or selling the company, his true value would be wasted.

In an X post, Keller shared his view that Intel could continue to be a market leader if he kept focused on his goal and had a dedicated team. “To build value is to have a big goal and a team that loves to work for it,” wrote Keller.

The threat to Intel’s independence

The main point that Keller raises is the loss of the IDM (Integrated Device Manufacturer) model if Intel discharges its factories and fails to manufacture its own chips.

The loss of this model can compromise one of Intel’s main advantages: total control over product manufacturing and development processes. The company would lose its main innovation ability to depend on third parties, such as TSMC, to manufacture its chips.

In addition, Intel’s change of property would also affect the partnership with AMD. As explained in Adrenaline, a new buyer could have difficulty maintaining cross licensing agreements with AMD, which could result in loss of access to essential chips development technologies.

Also read:

Restructuring or selling?

Keller suggests that a more viable solution would be to make Intel a private company, allowing a complete restructuring with the support of US investors.

He believes that with a new direction, Intel could restart his journey, reinventing himself and becoming a leader in the technology market.

The idea of ​​reinventing the company is not new, as it was also pointed out in the recent quarterly report, which points to the company’s resumption potential in 2025, despite current challenges, including the help of the American executive branch.

All this view emphasizes the importance of preserving the essence of Intel, with its own manufacturing model and the expertise in chip design, which are still highly valued in the global market.

Source: Jim Keller (x)