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I guess if Intel hadn't hired Pat and we still had Swan, Intel would probably be in a little better financial shape (weaker product launches with smaller overall volumes, tempered by less build out of capacity), but LBT would be overseeing the wind down of the fabs as Intel would probably be fully committed to TSMC by 2030.
LBT is doing certainly doing good, but I think Swan for 4 more years would have guarantee the end of the fabs.
When Pat took over, the plan was 100% to end process development.... sooner than 2030 for sure. I have written on how this played out and what changed when Pat took over.
The question is whether changing that plan was a good decision or not. We shall see. but at least it is no longer a risk to survival like 2 years ago
When Pat took over, the plan was 100% to end process development.... sooner than 2030 for sure. I have written on how this played out and what changed when Pat took over.
The question is whether changing that plan was a good decision or not. We shall see. but at least it is no longer a risk to survival like 2 years ago