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Not only does Intel have to execute on a steep technology roadmap while implementing a new foundry-type business model, but their core CPU market is starting to fragment.
@jaygoldberg put the below list together of CPU competitors. Needless to say, this CPU business looks a lot less attractive than it did 5-10 years ago. $INTC
this will be a multi-year turnaround and i hope $INTC completely changes in terms of its management, structure, and culture. my worry is that the PC cash cow and CHIPS act make them complacent.
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