> If you wanted to acquire Intel you'd do it now.

Intel still has to go through a lot of reorg (i.e. massive cuts) to get to a happy place, and this is what their succession of CEOs have been procrastinating over.

I recall reading a reddit comment (resounding source, I know) that claimed the reason Intel's e-cores are crushing it is because they actually synthesise them, while the P-cores are a bunch of bespoke circuits bodged together.

One wonders just how bad things must have been internally for that to be the state of one of their core IPs in this day and age...

Judging by my linkedin feed the 'a lot of reorg' is underway.