Intel's Humbling | Stratechery by Ben Thompson

[@Bguha1]

One of the best reviews on this topic. Cuts through the BS online.

[@roland7584]

In the short term, from 45 to 30 to now sub-20. What's next?

[@mtor9452]

the world is such a fascinating place...

[@nach1113]

Good to know a new POV. Indeed, in intel the fabs are king, and its design team is limited by it

[@nach1113]

Things seem like they are starting to change... Lets hope they keep at it!