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>the best case scenario for Intel is a merger with AMD

Oh man, the risk in that is extreme. We are moving away from x86 in general, but wow, that's... a big jump in risk.

And really, AMD spun off Global Foundries. AMD doesn't want to run a fab.

Does this mean that Intel's fabs should split for Global Foundries, and the Intel design team should go to AMD?

I seem to recall that Intel was talking about the same kind of split. Maybe the Intel child company and AMDs would merge, or maybe they'll stay separate and the parents will merge?

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