In Tick Tockb model Intel strategy for on time execution was to release/change the core micro architecture OR move to a new process node with each new generation. Don't change process node and architecture concurrently. This was a very successful strategy over multiple generations.
The IWM 2.0 strategy is starting from a point of being well behind on process technology and to accelerate the nodes to 'catch up' while simultaneously opening the fabs as a manufacturer. This means many new IP designs will get pushed through each new process node. It means manufacturing needs to devise an entirely new process for planning and building a wide range of SKUs. Meanwhile we are asked to work at a torrid pace and absorb large headcount reductions.
Can Intel catch up on process nodes while simultaneously learning a new business model that TSMC has perfected? In the midst of massive headcount reduction?
Without a doubt it seems like the outcome here will be binary... big success or big failure... nothing like steady performance of a tick tock tick tock tick tock...