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It would be a fascinating experiment if we could try it safely somehow. Break up Amazon, Intel, Microsoft, Apple, and Amazon and watch their various parts try and figure out how to make money. A world in which I can buy a Graviton chip fabbed in the US by IFS, and then consider installing Windows on it (nah, but it would be nice to have the option) would be really neat.

Who will be their customers? Intel’s woes are all because their fabs fell behind, if they were fabless they would just go to TSMC. Global foundries could keep up and had to give up on leading edge. Without Intel as their own customers Intel fabs will die.

I don’t think the economics can support running two different development teams in the US. The latest EUV tools cost $400M for example.