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My guess is that they're cutting the portfolio down to feature only chipsets and add-in cards. Just CPUs, GPUs, FPGAs, ASICs, networking, and the associated add
by Aromasin 4y ago
My guess is that they're cutting the portfolio down to feature only chipsets and add-in cards. Just CPUs, GPUs, FPGAs, ASICs, networking, and the associated add-in cards for all of the above. It makes sense if anything - it really focuses on their core business. No more side-projects with questionable profitability.
In the last 2 years since Pat Gelsinger took over, they've cut RealSense, Movidius, Optane Memory, IPO'd MobileEye, and now exited the Server Systems business. The only odd-balls left are their NUC business. Considering how popular these are in the enterprise market I can't it going anywhere any time soon, beyond spinning it out into a separate company, but it seems like the strategy has pretty much come to fruition. Now their balance sheet is in check, and their Intel Foundry Service taking customer ready for the new fabs to come online, I could see them really coming back into relevancy again.