3 ms·
> might even take back dominance (in a 2-3 years) Well, they won't even have that EUV capacity in 2-3 years. ASML is almost fully booked at this point. The wa
by karmasimida 6y ago
> might even take back dominance (in a 2-3 years)
Well, they won't even have that EUV capacity in 2-3 years. ASML is almost fully booked at this point.
The way the industry is moving to custom chips won't wait for Intel. And realistically, the trend is already there, next stage of cloud evolution would be application specific chips for cloud native services, like storage/DB/ML, etc. There is zero chance it would scale back.
And I am not sure why everyone here is taking 'dying' so literally. Losing influence is another form of dying. It will take a long time for a company to cease to exist after it becomes irrelevant.