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Over the past decade, market assessments of Intel have largely been confined to a single lens: execution in advanced process technology. By that metric, Intel has struggled, with delays in 10nm and setbacks at the 7nm node, leading to the loss of Apple's chip...The article requires paid subscription.Subscribe Now

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Amazon(AMZN2.89%)has developed quite the chip business. Its chip revenue increased 40% consecutively in the first quarter, and there was a triple-digit percentage increase in the run rate. As a stand-alone business, it's one of thethree largest data center chip companiesin the world.But on the first-quarter earnings call, CEO Andy Jassy reassured listeners that it maintains a strong relationship w

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