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> If AMD can be turned around, why can't Intel, a much larger company with more diverse product lines (not as many as previous, but still). Because AMD is fabl
by BeetleB 2y ago
> If AMD can be turned around, why can't Intel, a much larger company with more diverse product lines (not as many as previous, but still).
Because AMD is fabless and Intel isn't. The latter is spending huge amounts of money to increase their fab capacity, and have positioned themselves to succeed only if they can get external Foundry customers.
If Intel split into two companies, then yes, your point is valid for the fabless portion. But it would also mean the fab portion would die almost immediately (they currently are operating on a loss) - they need both the US bailout and the fabless revenue to survive.