Stratechery: Intel vs AMD's diverging earnings and Intel's need for an old-new path
Stratechery · rss · 2026-11-11
Stratechery's latest piece uses Intel and AMD's diverging earnings to examine their fundamental historical differences: AMD climbed steadily via chiplet architecture and a flexible foundry strategy, while Intel remains constrained by its IDM model and process troubles. Ben Thompson wonders whether Intel needs to find a new (old) path—a return to a strategy better suited to itself—all against the backdrop of booming AI compute demand reshaping the CPU/GPU supply chain.
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