Intel Corp (INTC)

[fastpathguru]

Oh come on. Intel had all the resources and know-how in this world that was necessary to do it. They just screwed it. Instead of being so ignorant, they would have had to improve their processes towards economical criterias and they would easily be able to compete with the foundries in terms of rationality. There is nothing in processor tech that Intel couldn't do that the others could. Intel just didn't take it serious enough and wasn't aiming high enough for too long. If they would have had a competitive offering, with the required performance, power and integration/density, they would easily bring the economics of their processes to a very good level (don't forget about TSMCs decent margins and ARM royalties etc.). It was simply the whole package that wasn't good enough and too late. A clear failure in management and execution, nothing else. I mean, it took an outsider to tell them that their product is not going to be competitive. How stupid can one be?

Intel cannot do it without completely changing their entire business model. They will NEVER be able to attack arm "from the bottom" with x86. And they cannot afford (long term) to get into an arms race using a non-x86 architecture, because they will eventually be attacking their own bread & butter products "from the bottom."

To the extent that they did try to compete with arm using x86, they would STILL at some point start eating into their bread & butter products with arms-race-driven "mobile" processors that would reach into the performance regime of their "higher-end" products... With no such ceiling hampering their "mobile" competitors.

That is what I mean by "structurally incapable."

fpg

PS: And oh BTW, Intel is not going to be able to avoid these inevitable battles by not engaging. All they are doing is preserving the integrity of their x86 market while they can as best they can, rather than proactively destroying it "from the bottom."