Re: DougS Intel's 14nm is roughly equivalent to TSMC & Samsung's 10nm
It has failed. Even Intel no longer believes they have a chance to win any significant market share in mobile. The only reason anyone would have ever considered x86 in a phone was 1) if it was significantly faster than ARM in a phone or 2) because they want to run standard Windows applications on a phone. Intel couldn't even manage #1 when they did have a process lead, without it they know they have no chance, that's why they axed the product line. #2 depended on Windows Phone becoming a success, and we all know what happened there.
Intel winning the graphics wars was inevitable when they started integrating the functionality on-chip, because most people don't need high end graphics performance. Anyone who thought they'd fail was an idiot to believe people would want to spend more getting a low end discrete card instead. They haven't bothered with the high end market because they know every generation of integrated GPU nibbles away a little more of the discrete card market. ATI was already forced to sell itself, the same fate awaits NVidia eventually.
Anyway, I'm not saying this will kill Intel, they will retain their x86 quasi monopoly because AMD is a terminally weak company that Intel can put back in their place with some appropriately placed price cuts to starve them of revenue. What it has done is killed their process lead which means AMD will now be competing with them on equal footing, thus Intel will have to resort to such price cuts more often.
Intel's plan of becoming a foundry to help fill their fabs has fallen flat on its face, as without a process lead they have no competitive advantage against TSMC, Samsung and GF, and they're just another competitor, with a higher cost base and annoyingly restrictive design rules. I wouldn't be surprised to see Intel sell off their fabs and use a foundry within a decade. They make their money from selling x86 CPUs that are the defacto standard, not from owning their own fabs. That was only worthwhile when it offered a competitive advantage, but that's gone now.