Make sales are expected to have a downturn since although m2 chips lead in perf/watt for cpus, they’re still too expensive and slow gpu side for the average user. Intels greatest strength is economies of scale, especially if meteor lake runs well with mcm then it lowers production cost significantly.
I dont think intel can win in chip designs in the next 5 years but if they are competitive with their fabs, they’re in a good position as volume is more important.
Make sales are expected to have a downturn since although m2 chips lead in perf/watt for cpus, they’re still too expensive and slow gpu side for the average user. Intels greatest strength is economies of scale, especially if meteor lake runs well with mcm then it lowers production cost significantly.
I dont think intel can win in chip designs in the next 5 years but if they are competitive with their fabs, they’re in a good position as volume is more important.