From the article: Hedge fund Third Point, who are said to own > $1B of Intel shares, is
pushing Intel to explore whether it should keep chip design and production under one roof.
This is in response to
Intel's having lost to TSMC and Samsung the top spot in semi manufacturing, and
losing market share to AMD and Nvidia.
Third Point suggests that
Intel’s most urgent task was addressing its "human capital management issue" as many of its talented chip designers have fled, "demoralized by the status quo".