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I think it is really interesting that Intel chose to announce this. (even if it was just announced internally -- Intel had to know it would leak)
Why would they do this ? It seems like there would be no upside as Intel is at a key point for bringing in foundry customers. Stability would be important.
I wonder if it is related to 18A ? That is the technology that Pat G said they are betting the company on. (I forget his precise wording.)
Or it could be related to something personal. Or maybe pushed by the BOD for some reason?