Replies to post #145206 on Intel Corp (INTC)

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So what's stopping them from saying what they plan to replace these with? In terms of mobility products or whatever else.

It's pretty obvious that Intel is abandoning mobile SoCs, this has been quite clear.

As to what they're replacing it with, take a look at what they said in the restructuring PR:

While making the company more efficient, Intel plans to increase investments in the products and technologies that that will fuel revenue growth, and drive more profitable mobile and PC businesses. Through this comprehensive initiative, the company plans to increase investments in its data center, IoT, memory and connectivity businesses, as well as growing client segments such as 2-in-1s, gaming and home gateways.

That's where investments will be shifted to.