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Sure, this is true for tabacco companies and oil companies that are milking cashcows in a stagnant market.

This should not be true for microchip manufacturer during global computerisation. We now have microchips in sofas and handbags.




So you are saying Intel should plow its profits into expanding into crowded, low-margin markets?


Is Apple M1/M2 low margin? Can intel profuce anything as good as M2?

No? Then they are under investing in R&D. It's been a while since M1 came out and intel CPUs still havent caught up.

They GPUs are lacking too. Apply has AI inference functionality in their chips and great ML software support.

You don't get to tell me that they have nowhwre to invest when they are losing on multiple fronts.

I am not even mentioning the fact that they should be finding foundamentally new opportunities ahead of their competitors.


Apple doesn't sell chips




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