https://www.tomshardware.com/news/intel-pat-gelsinger-clients-want-custom-x86-socs
Who in their right mind goes to license x86 cores to try and compete with they guy that is licensing them to you? Beside the ARMy is cheaper to license, faster to implement and bring to market. Is Intel an IP or trusted Foundry or a competitor waiting to see if you succeed with their IP before they undermine you and than monetize it for itself? Like Pat during his tenure wasn’t part of Intel’s most egregious uncompetitive behavior, LOL.
What have they done on the technology or ecosystem side really? That takes many years to develop and validate IP, so if they make 20A the target they really going to give Qualcomm or other customers first dibs? If I was Qualcomm I’d sure be hesitant to give Intel money for capacity given their execution track record which is nil. Oh yeah maybe they get billions in subsidizes to buy equipment but without a process than what? Can you trust them to make your competitive product versus their own, they will always make their one high margins before your product for sure!
I predict a lot of TF on every front especially the folks in LTD who couldn’t deliver 10nm and now got to accelerate an node a year when they couldn’t get th last one out in five, and do all that other stuff, TaskForce for everything means everything will slip.
They forgot they are lagging at manufacturing, technology and scale. Their only competitive advantage was architecture and now they have a real competitors lead by really talented leaders with a track record superior to themselves. Hiring back the netburst guy sounds like it will be another netburst
Billions spent, thousands hired and in a few years big layoffs baby!