- Oct 14, 2003
They already lost ton of margins because they lost the competitive edge. 7% off from their peak when they were arguing 2% differences at one point.Can they do contingency planning on the cheap without affecting beloved margins? They are already taking a painful cut to their gross margins as they ramp up production for Tiger Lake and upcoming products on their expensive low-yielding 10nm process.
If they are competitive again, they can reduce such "margin pressure" for the product team while keeping the 56% margin they are at now(net margin is much lower, 30% now, 21% before 2018). I think long term it would be much better.