The article touches only during it's historic review on one aspect which is imho. key: Money. Intel won the volume game giving it money to out-invest all others

The article touches only during it's historic review on one aspect which is imho. key: Money. Intel won the volume game giving it money to out-invest all others. The shift to mobile has opened now an opportunity as it's volume drove investments over the past decade and the manufacturing edge has now shifted towards ARM.