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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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