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this post was submitted on 04 May 2024
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This assumes super high yields: that they can make enough chips that qualify as high-end models to lock down some and sell them as upgradeable. The take rate on upgrades are <100%, so selling some $1000 CPUs +$500 upgrades later might not beat selling it as a $1200 full unlocked CPU today on average.
When Intel's secret sauce was world-leading manufacturing process, that might have flew, but do they have the capacity now?