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by TheCondor
565 days ago
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If they can dominate with process, no it’s not too late. If their process is on par with TSMC? I don’t know. Like I said, they need a world beater else margins erode dramatically. They have assets, they have value and Intel has done it again and again for decades but unless there is something that is a tier better than anything else margins drop and they just forced their “technical CEO” out. They have had ultra success in the past, I don’t see anything on the roadmap to suggest a repeat of that, there is a lot of institutional memory of that success. With a long term plan, a board that is knows it’s going to be a journey and the CHIPS money, there is a story, make X86S a reality… I think there will be incredible pressure to cut and sell it though. If the new fabrication technology is only as good as the competition, I think that makes Intel an even more attractive take over target for the fabless giants |
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