Well, for one, I don't see how anyone can invest in Intel without knowing the manufacturing constraints at some level. AFAICR, AMD was not allowed to mfg any more than 20% via foundry. The rest had to be mfg by wholly owned fabs.
Does this new agreement re-open the Ruiz quest for 30-50% MSS? Would Intel be that stupid? After all that was the entire reason for keeping AMD in control.
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