I think the advice is to create a fully isolated subsidiary and just enjoy it's increase in value an the control that would provide, with no decrease in margin.

I think the advice is to create a fully isolated subsidiary and just enjoy it's increase in value an the control that would provide, with no decrease in margin. It can work when you're talking about blockbuster adding a netflix. But if intel wanted to do that, it would need to sell a lot of fab services to said company, at a lower margin that it's used to, so it's not a solution.