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Intel’s business model is heavily based on reinvesting almost all profits into research on a node that’s 3-5 years out. They’ve been betting the farm on delive
by cushychicken 3y ago
Intel’s business model is heavily based on reinvesting almost all profits into research on a node that’s 3-5 years out.
They’ve been betting the farm on delivering the highest performance chips on the market for the last 25 years.
For many years, they were unopposed technically. Now, though, their technological advantage is starting to erode.
Intel is in deep shit as a business. How much runway they have is anyone’s guess. But they’re in trouble.