> The more I have seen of big tech companies, the more I think they need to split up from time to time. Complacency and ossification emerge as a product of scale.

This is highly anecdotal. Apple got to where they are with M1 by vertically interesting which wouldn't be possible if they broke up like you said.

Rather, in a pipeline the bottleneck determines throughout - Intel's bottleneck is manufacturing and that's what they need to fix or cut out. We have no reason to believe their design with TSMC chips won't best AMD it even apple.