David Yoffie
ON THE RECORD · 6 verbatim quotes · every quote source-verified
“not only the best solution, but maybe the only solution.”
David Yoffie · said date not stated · reported 2026-11-02
Yoffie called spinning off the foundry business not only the best solution but maybe the only solution.
“then the stress on Intel's economics are going to start to show even more dramatically,”
David Yoffie · said date not stated · reported 2026-11-02
Yoffie warned of mounting economic pressure on Intel if it fails to land a large-scale foundry customer within a year.
“Ultimately, TSMC can only create maybe 20-25% of their global capacity in the United States and that will still take several years,”
David Yoffie · said date not stated · reported 2026-11-02
Yoffie said the U.S. needs Intel to succeed and noted TSMC's limited ability to build domestic capacity.
“The right solution is for Intel to spin off the foundry business,”
David Yoffie · said date not stated · reported 2026-11-02
Yoffie said spinning off the foundry business is the right solution for Intel.
“They're concerned that if Intel doesn't actually have excess capacity beyond its own demand, that they're just not a very credible supplier,”
David Yoffie · said date not stated · reported 2026-11-02
Yoffie said Intel's shift of factory capacity away from 18A chips is hardly welcoming to prospective foundry customers.
“If we have no American foundry and we run into any number of geopolitical problems, supply chain problems like we had under Covid, that is going to be bad for the country and bad for the American semiconductor industry.”
David Yoffie · said date not stated · reported 2026-11-02
Yoffie warned that lacking an American foundry would be bad for the country and the semiconductor industry if geopolitical or supply chain problems arise.