David Rosenthal: belief

Transcript context

…You even looked to how this translates all the way to today. I want to pause for a moment, David, and come back. It's crazy what happens because I did enough research on this part and I'm curious. You think about today, there are basically two types of chip companies. There's fabless and there are companies that have their own fabs like Intel. When I say like Intel, I pretty much mean Intel. You've got the TSMCs of the world, Samsung who's designing. This time, all these ARM-based chips that are designed by these fabless companies and then built in a separate chip fab in a commodity way that is decoupled—separate designers from the manufacturer—Intel to this day, still manufactures 100% of their designs themselves. Yup. This is what happens. Remember, they have this agreement with AMD to be the second source. I believe that agreement, technically, was supposed to continue into the 386 processor. Intel breaks it and says, "Nope. Nobody else is going to do this. You want the 32-bit x86 processor? You've got to come to us." AMD sues them. Intel countersues. I did not know this.…

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