this post was submitted on 03 Aug 2024
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I think they'll recover. Letting them fail would be a national security problem.
Oh they won't die. The question is will they recover to their old market position, will they downsize and be second fiddle to AMD but remain generally profitable, or will they have a slow managed decline like IBM?
I think IBM was different because its lunch was eaten almost entirely by other American companies (chiefly Microsoft). That probably wouldn't be the case if Intel were allowed to declined in a similar manner.