Re:The Intel Split
by cs702 on Tuesday January 18, 2022 @07:07PM
(#29988059)
In the short run (say, a time horizon under 10 years), I think you're right. In the long run, I think failing to outperform the competition persistently would lead to gradual irrelevance, unsustainable margins, and eventually a slow death of the manufacturing side. I mean, that's the path Intel's manufactoring operations were on before this recent change in strategy: the path to a slow death.
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A slow death over 10+ years can happen whatever Intel does. Doesn't make this a particularly big cojones move either.
One needs quite a crystal ball to predict such slow deaths, especially when it's going to be decade where chip production improvements are expected to slow down further and further. Finally, a slow death looks even more likely anyway if Intel doesn't change their ways.