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by bcrl 1628 days ago
In order to regain Apple as a customer, Intel would actually need to commit to becoming a foundry. The catch is that Intel has tried to become a foundry several times before and failed, and there's no reason to believe this time will be any different. Intel survives off of fat cat margins on silicon by selling premium systems (especially in the server market), and the foundry business model is simply unable to provide those kinds of margins. What would impress me is if Intel starts poaching the key people from foundries that are needed to sell and support the business model internally.