Call me crazy but I think long term (10 years +) the Intel strategy of fabricating chips domestically is the correct choice. There's a ton of geopolitical pressure in this direction. The US simply doesn't want to be dependent on Taiwan for chips, for obvious reasons.
Intel knows this and is trying to become the TSMC of the west. And frankly they're the only ones that can pull it off. I'd be surprised if 10 years from now the majority of their revenue comes from selling processors rather than fabricating them for AMD, NVIDIA, etc. Why compete when there's plenty of steak for everyone?
Intel knows this and is trying to become the TSMC of the west. And frankly they're the only ones that can pull it off. I'd be surprised if 10 years from now the majority of their revenue comes from selling processors rather than fabricating them for AMD, NVIDIA, etc. Why compete when there's plenty of steak for everyone?