Intel is in more danger than its profits suggest and should spin off its manufacturing business unless the US can subsidize it, ideally with purchase guarantees (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
Intel is in more danger than its profits suggest and should spin off its manufacturing business unless the US can subsidize it, ideally with purchase guarantees  —  One of the first Articles on Stratechery, written on the occasion of Intel appointing a new CEO, was, in retrospect, overly optimistic.


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