As Intel pushes ahead with its IDM 2.0 strategy, a look at the motivations behind its TSMC partnership that is giving its competitor better scale and economics (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
As Intel pushes ahead with its IDM 2.0 strategy, a look at the motivations behind its TSMC partnership that is giving its competitor better scale and economics  —  Intel’s earnings are not until next Wednesday, but whatever it is that CEO Pat Gelsinger plans to discuss …