[Ernest_at_the_Beach]

At least AMD unloaded it's Fabs....Intel has a huge anchor with all of their Fab's ...

AMD just needs to get busy and get a license from ARM holdings and try to catch up with Nvidia and TI.

[Moonman62]

At least AMD unloaded it's Fabs....Intel has a huge anchor with all of their Fab's ...

Intel can always emulate Coke and Pepsi who spun off their bottling operations.

[NVDave]

Intel does and doesn’t have a huge anchor with their fabs.

Intel and IBM are the two bleeding edge fabs in the world. Intel can’t outsource the fab issue to IBM - IBM doesn’t have the throughput to deliver the amount of product that Intel needs, and no one else is going to put the cash into creating a bleeding edge fab to serve Intel.

So yea, it is an anchor. It is also a barrier to entry for everyone else.