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Semiconductor demand is so high right now that any company that makes processors is going to print money in the short term. It's a "right place, right time" sit
by totalZero 6y ago
Semiconductor demand is so high right now that any company that makes processors is going to print money in the short term. It's a "right place, right time" situation. Intel's long-term problem is loss of market share, but if you're going to lose market share, you're more likely to survive if it happens when the whole market is growing.
There's not much that a company so heavily invested in x86 can do in the face of Apple Silicon, aside from executing well on 7nm and bringing it to market ahead of schedule.
I don't see much of a similarity between Intel CPUs and Blackberry phones, considering that many flagship notebooks (even Apple's) have Intel inside. I for one am heralding the new era of voracious semiconductor demand, and am rooting for Intel to get its game face on and turn things around before the opportunity passes.