Intel Finds Moore’s Law’s Next Step at 10 Nanometers
spectrum.ieee.org
spectrum.ieee.org
Feels to me like they are building a better horse and buggy while the automobile is creeping up on them.
The margins on mobile chips are pretty cut throat. QCT operating margins have been between 4-17% last 4 Qs. Intels are usually closer to 30%. Data centers fuel the mobile revolution. If I was a investor would I want to throw money at some thing that gave me close 30% return or 17%?