4 ms·
I'd counter with the opposite sentiment. If Intel's foundry play pays off, they will still be big and important. All these companies designing chips need a pl
by swalsh 5y ago
I'd counter with the opposite sentiment. If Intel's foundry play pays off, they will still be big and important. All these companies designing chips need a place to manufacture them. While Intel's own chips might be decreasing in marketshare, they still have an opportunity to get a tiny sliver from of everyone's pie... and that pie keeps getting bigger.
- micv 5y agoContract manufacturing won't have anywhere near as fat a margin as their CPU lineup has had the last decade though. That'd be a hard thing to sell to the shareholders.