Split & layoffs all but inevitable endgame!!!
Intel can’t support its current HC, CapEx, RD and have the GM it needs even with 20-30% increase revenue. Compare them against
AMD, Nvidia, Qualcomm, Apple, Microsoft, Qualcomm and their manufacturing partner TSMC and the simple math doesn’t add up
Don’t let the five nodes in four years and leadership hoodwink you. Leadership technology can’t make up for bad strategy and flawed economics, it simple can’t be changed its economics. I am surprised the board hasn’t done its fiduciary duty.