Everyone in the industry sees it.
The smartest Intel engineers have already left in preparation for this inevitability.
OP is one of them :)
8 replies (most recent on top)
Accelerating mobile volumes and shrinking x86 volumes will cause an inversion in fab investments as the foundries will surpass Intel in volume and performance due to the sheer amounts of mobile dollars involved.
AMD and Nvidia and QCOM, all fabless, will benefit from this and for the first time, compete with Intel with a process lead.
AMD and QCOM will put long term pressure on Intel margins for the next several years while the total pie shrinks as more people shift their compute needs from dinosaur PCs to mobile devices.
Samsung semiconductor revenues are higher than Intel revenues.
TSMC market cap is larger than Intel's market cap.
Apple market cap is 5x Intel's market cap.
Nvidia will pass Intel in market cap next year.
Clown shoes.