2026-05-16T23:03:53Zhttps://keep.lib.asu.edu/oai/requestoai:keep.lib.asu.edu:node-2002142025-04-14T22:09:55Zoai_pmh:alloai_pmh:repo_items200214
https://hdl.handle.net/2286/R.2.N.200214
http://rightsstatements.org/vocab/InC/1.0/
http://creativecommons.org/licenses/by-nc-sa/4.0
2025-05
70 pages
Moore, Mason
Wright, James
Ahmed, Selma
Naik, Shivani
Simonson, Mark
Castillo, Robbie
Nickel, Jack
Tran, Teresa
Barrett, The Honors College
Department of Finance
Department of Information Systems
School of Accountancy
The Intel Collaborative Thesis Program matches teams of selected Business Honors students
with managers from Intel Corporation.** The teams work together on a topic identified by the
Intel managers, who serve as coaches throughout the process. Based on the topic chosen and with input from the team coaches, the thesis will first define the problem to be addressed and outline why Intel is interested in this problem or opportunity. The thesis will then present an analysis that the team believes will help Intel successfully address the problem or opportunity that was defined.
Our project evaluated strategic options for Intel to maximize long-term shareholder value in light of declining revenue, margin compression, and reduced market valuation. We specifically
examined whether Intel should continue operating as an integrated device manufacturer (IDM), spin off its foundry and products businesses, or pursue alternative strategies. Through in-depth financial analysis, benchmarking against competitors such as AMD and TSMC, and assessment of Intel’s IDM 2.0 strategy, we analyzed the potential impacts on efficiency, valuation, and capital generation. Our recommendation outlines a path forward that we believe best positions Intel for sustainable growth and increased shareholder returns.
Semiconductor
Microprocessors
AI
Data Centers
Foundry
Final Modeling
Divestiture
Spin Off
ASU Intel Collaborative Thesis Program