Throughout its history, performance has consistently determined the success of semiconductor companies; Intel's loss of leadership reflects significant changes in technology and manufacturing.
The notion that splitting Intel into two separate companies overlooks the intricate dynamics of Moore's Law, which continues to dictate the competitive landscape.
For chip design companies, the pursuit of the latest manufacturing technology is vital. Those that align with superior foundry technology will garner the majority of market share.
Intel can regain its competitive edge by focusing on restoring its manufacturing technology leadership, crucial for attracting chip customers, regardless of design competition.
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