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If they aren't a generation ahead as they have been then I think it ceases to be a competitive advantage. Then they would have to start asking questions like "W
by IBM 10y ago
If they aren't a generation ahead as they have been then I think it ceases to be a competitive advantage. Then they would have to start asking questions like "Why not fab Intel chips at TSMC or Samsung if they offer better pricing?"
They've already decided they're going to fab ARM chips, so I think they've already come to this conclusion.