Should Intel Split in Two? – Spinning off its fabs helped AMD turn the corner. Intel should consider something similar, but it will definitely be very hard to pull off.
Semis Musical Chairs – AMD for XLNX – AMD is now competing with Intel everywhere that matters, and every other major chip company has to worry about relying on FPGAs owned by a potential competitor.
5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.