That's right: I think Intel is getting ready to follow in the footsteps of smaller rival Advanced Micro Devices (NYSE: AMD) once again. AMD split itself into a product company and a manufacturing operation earlier this year, and that newborn processor foundry seems to be gaining some traction. Maybe Intel is getting tired of the eternal race to the next smaller process node, and would prefer to just send its best designs to whichever manufacturer offers the best technology and pricing. That could be Intel's baby, Taiwan Semiconductor, or United Microelectronics -- I'd be shocked to see Intel sending business directly to AMD's manufacturing arm.

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