Earlier quoted context omitted.
The most likely cause of Intel's lagging is a wall of cost/benefit to being both designer and fab. This hit AMD earlier by being smaller(and arguably, with a different management style, AMD could have held on to their fabs longer) but each node only gets more expensive and harder to keep busy with orders which in turn means a greater need for external customers to fund R&D. Intel had a reprieve of almost a decade wit…
Intel's biggest mistake over the past 10 years was not to open it's foundry services sooner now it's custom foundry services are nearly irrelevant outside of a few niche markets. Mobile SoC design and being answerable to a huge number of very large customers forced fabs to evolve their processes in a way where market forces and customer demand forces requirements rather than office politics. Intel has still an edge o…
Pursuing the foundry route seriously would have meant Intel giving up one of its largest advantages.