The long lead time between plan and production means he will be looking 5+ years out. Basically, he is going to need to science the shit out of this situation he will be in in ~5-7 years where AMD, Apple, QC, and Samsung won and everyone else in their client list is jumping ship to ARM Fabs (QC, Samsung) with more quantity small-node Fabs. You're looking at Good Arm Chromebooks, a Surface Pro X that doesn't suck, ETC.