Intel and the Danger of Integration – Stratechery
Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.
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Intel - business model, strategy
a collection of articles and research about Intel
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Intel selects Ohio for ‘largest silicon manufacturing location on the planet’
Chip manufacturer Intel will reportedly spend at least $20 billion on a new chip manufacturing site in Ohio. The 1,000-acre location will play host...
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The Intel Split – Stratechery by Ben Thompson
It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.
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Gelsinger’s opening gambit - Intel’s turnaround and the future of chipmaking
America’s historically hermetic semiconductor giant opens up—and tries to shake up its industry in the process | Business
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How Apple Built a Chip Powerhouse to Threaten Qualcomm and Intel | Bloomberg
The company has many reasons reason to go all-in on silicon.
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Apple Plans to Use Its Own Chips in Macs From 2020, Replacing Intel - Bloomberg
Apple Inc. is planning to use its own chips in Mac computers beginning as early as 2020, replacing processors from Intel Corp., according to people...
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Intel Problems
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
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