Great piece but it seems that Ben doesn't quite finish joining the dots.
If Intel is to have a successful foundry business at the cutting edge then its customers will be those firms that are designing cutting edge CPUs, SoCs and GPUs.
That means Apple & Qualcomm (possibly OK) but also Nvidia, AMD and other Arm based competitors with Intel's CPUs and GPUs.
Can't see how this will work with Intel in its current form.
If Intel is to have a successful foundry business at the cutting edge then its customers will be those firms that are designing cutting edge CPUs, SoCs and GPUs.
That means Apple & Qualcomm (possibly OK) but also Nvidia, AMD and other Arm based competitors with Intel's CPUs and GPUs.
Can't see how this will work with Intel in its current form.