Following the news that Intel has said it will make the majority of its chips in-house:
Cyrus Mewawalla, Head of Thematic Research at GlobalData, offers his view:
“Under pressure from activist investors to sell its manufacturing division and focus on chip design, Intel yesterday re-affirmed its commitment to making most of its own chips in-house. We see Intel’s vertical integration as a significant competitive advantage for Intel, as geopolitical tensions between the west and China continue to mount.
“GlobalData noted on Wednesday that Intel was not about to abandon its manufacturing, and this has certainly come to light as …
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