Always bet against Intel whenever it's something software?
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Intel will probably be somebody’s subsidiary for less than $150B sometime within the next 3 years, pending DOJ approval.
Company is absolutely cooked.
$150B is pretty cheap if it comes with ready-to-go chip fabs.
I’d expect the fabs to get spun off at some point a la AMD/GlobalFoundries.
AMD/GF spin-off was backed by Saudi money, who is going to pay this time?
UAE money
You have to remember it comes with a phenomenal debt load.
There's enough value still there...
If you spit up chip design and fab, who would be interested in each? And is there enough x86 demand to keep the design side open? Windows on ARM is a thing, and data centers have been buying more from AMD than they used to.
I dunno I feel like I see Intel bail out AMD on a lot of linux/x86 software stuff.
Intel is not even #1 in the datacenter for CPU anymore.
Cooked