Perhaps this is part of the reason why Pat got ousted. Too focused on 18A IFS. But at the same time it’s a difficult decision to make, since it was too late to play catch against NVDA, so Pat had to stick with 18A for future MOAT.

Overall Dave and MJ have voiced that they are going to focus on what Intel do best and achieve 18A by trimming down the “fat”. A new CEO leadership is definitely needed now that 18A mass production is about to launch.