Yes, that is 100% accurate. Their core competency is making wafers. CPUs specifically, high margin servers, low margin latop parts, ... and then chipsets (so ma

Yes, that is 100% accurate. Their core competency is making wafers. CPUs specifically, high margin servers, low margin latop parts, ... and then chipsets (so many chipsets). Everything else is just a toe in the water. (Their investing arm also does quite well.)