Intel Corp (INTC)

[chipguy]

The CPU is standard licensed ARM IP. I wonder why AMD thinks it
can make money here when they can't as a partner in a duopoly of
the most valuable IC franchise in history, x86 processors.

In x86 land AMD just has to compete with Intel, a company that
likes its margins. In ARM land AMD is competing with dozens of
hungry start-ups and eager major semicos wanting to move into
computing land. Those guys will cut margins to the bone to make
a sale. Is it better to swim with a single great white shark to keep
an eye on or in the midst of a school of piranha?