[deaddodo]

AMD also received many Hail Marys as a result of Intel’s anticompetitive behavior. Directly via payouts Intel and partners had to make, and indirectly via companies being more willing to work with them for their GPU expertise and better (out of desperation) licensing/purchase agreements.

Intel can’t rely on the same. They haven’t been directly impacted by another larger company, they rely too much on a single technology that’s slowly fading from the spotlight, and they can’t compete against AMD on price.

Maybe if they ended up in a small and lean desperation position they could pivot and survive, but their current business model is a losing eventuality.

[threatripper]

AMD could not afford their own foundries anymore. The same is likely to happen to intel. The CPU business may be sold off to some other company, so x86 and intel will "survive" for sure but they will rely on other fabs to produce and they will milk the legacy cow instead of holding the overall performance crown.

[deaddodo]

Did you completely ignore the last paragraph?

As I said, AMD survived by going into a lean pivot out of desperation. Intel has that opportunity as well, but the deck is stacked against them due to their size and over-reliance on specific IPs.