https://www.forbes.com/sites/petercohan/2017/03/27/moores-laws-over-dont-buy-intel-qualcomm-or-western-digital/
The mainstream is starting to realize what Intel employees already know. Intel's BK cannot be compared to Andy Grove. Indeed Krzanich is remarkably incompetent and the worst CEO in Intel's remarkable history.
An interesting quotes from the article
"A CEO possessed of the right traits is an essential ingredient for developing and deploying such strategies to sustain rapid growth. A case in point is the late former Intel CEO Andy Grove -- who approached growth challenges with intellectual humility; crafted a vision and culture that attracted and motivated top talent; and placed big bets on new growth opportunities."
"Intel's recent financial performance has been mediocre. Its stock price has increased 25% over the last five years compared with a 66% rise in the S&P 500 during that time. Its revenues have grown at a 4.1% three year annual rate -- slower than the industry's 7.3% -- on the plus side, Intel's net margin of 17.4% beats the industry's 14.3%, according to Morningstar."
Leadership and vision in corner office that identifies the right strategy and executes is the key.
Compare the three strooges of CRB, PSO, and BK is it any question why Intel has been left in the dust?
Quantum physics will limit what is the minimum feature size. There will be random trigger of FET gate due to electrons tunneling from one channel to nearby channel at scale of 5nm or less.
Moore's law will eventually be limited by the size of atoms, which will be the same for all semiconductor companies in this universe. this fact alone therefore doesn't make any company better or worse than others.
The quoted article then turns to the topic of stock analysis which is unrelated.
Furthermore, for QCOM and INTEL, the density of RAM or memory in general is just one out of many parameters for business. Data processing is what you expect from them.