

Thanks.
It sounds like the entire industry is fragile at this point.
Things are definitely shifting and it’s not clear how they will play out. And considering leading edge semiconductor manufacturing is one of the most complex processes invented by humanity, while being crucial to our economy, calling it fragile might be accurate.
I’m not sure why Intel can’t just keep making shitty laptop processors though.
Interestingly enough laptop processors might be the one area where Intel is still decently competitive. Their Luna Lake processors (Core Ultra 200V series) are quite competitive and some of the best offerings on the market. Solid performance, good efficiency and strong battery life, and great integrated graphics. However they are using TSMC to manufacture them rather than their own fabs and similar to apples M series chips they utilize integrated memory, which does reduce margins and laptop manufacturers don’t like it as it reduces their ability to differentiate their models.
Intel in it’s current form can’t, because as explained above it is so much more than just the designer of laptop processors. Split up into parts a small fabless design firm for x86 client processors would probably survive, but that wouldn’t be Intel anymore, adress a much smaller market, and also not completely “make”, but only design them.
the client market for desktops and laptops is just way to small to sustain leading edge semiconductor manufacturing on its own. On that note one of the recent comments of Intels current CEO Lip-Bu Tan was that they will only pursue 14A (the process node after the upcoming 18A), if they can at least win one major external client as customer, since otherwise it wouldn’t be economical to scale up. Which basically puts them on a timer of like a year considering the leadup times required.
You only need to be so fast to use the Internet and write papers.
If that were the benchmark we’d have passed it a long time ago. Although it should be noted that progress not only means better performance, but also better efficiency.
As always with debates on the internet nuances get lost and things get painted more black and white.
No idea if the other comment that they stole it is true, but looking at the wealth of the owner family I’d say they got more than enough credit. They are set for many generations to come. At some point ideas have to become common good for others to also build upon.