We discuss how Apple has spent two decades setting the stage for its return to dominating the PC industry. We cover the complex relationships between Apple, TSMC, Microsoft, and Intel. Though Intel has tricks up the sleeve, it’s x86 bread and butter is a likely casualty of Apple’s conquest. Microsoft has more flexibility, focusing on cloud and emerging technologies.
Link: Wintel Wars: Apple’s Revenge On Microsoft And Intel (NASDAQ:AAPL)