I'm waiting for Intel to divest of either the arch/micro-arch business or the fab business. They can invest in one or the other, but what is crippling them is having to invest in both simultaneously. I can definitely see them doing something like HP and split off into Intel-Fab and just Intel. Would enable the arch/micro-arch to use all the fabs and allow the fab to focus on what it does best, processes research and development. Intel already fabs chips for other people (https://www.forbes.com/sites/jeanbaptiste/2013/10/29/exclusi...) why not expand that relationship to maximize their profits/capacity.