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halicarnassus | 2 years ago

> It's sad to NUCs go, but it was inevitable. They made products for customers, while simultaneously competing with said customers.

That is true, but they're already a decade into shipping NUCs. Maybe it wasn't a problem after all. It could also be just a move to show the stock market that they focus on getting leaner.

RIP NUC :'(

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Aromasin|2 years ago

You can then argue that they've spent the last decade slipping into irrelevance, so perhaps the NUC focus was a distraction from their core issues. They're at an inflection point in the company where either they turn the ship around and successfully become the second largest foundry, closing their technology gap with TSMC, or they continue losing market share. They can't fund new fabs and new nodes without a massive reduction in their cost center.