If you were alive during the 90s or 2000s, you surely remember that tune. It’s the anthem of Intel, the world’s most dominant chip maker, or at least, they were. Since then, Intel has had a pretty rough fall from glory. In fact, today, Intel barely ranks in the top 10 when it comes to the world’s largest chip makers. They come in behind Nvidia, TSMC, Broadcom, Samsung, ASML, AMD, Qualcomm, Applied Materials, and Texas Instruments.And when you contextualize this with Nvidia’s performance, things
Maybe. In the past they have always been able to rely on their dominance in the PC market. With consumers shifting away from this, I don’t think it’s so straight forward and in other emerging markets like AI they are way behind.
At least they are finally putting actual money into R&D. This article was a really good read. Will be interesting to see how and if Intels investments pay off.
Yup, they need to fund engineering. That’s what AMD did, and it turns out that’s a good strategy. Companies need to provide value to customers, and then marketing’s job is easy.
Cheap intel stock going then
I’d be very surprised if they don’t find a way to bounce back, they’ve done it before
Maybe. In the past they have always been able to rely on their dominance in the PC market. With consumers shifting away from this, I don’t think it’s so straight forward and in other emerging markets like AI they are way behind.
At least they are finally putting actual money into R&D. This article was a really good read. Will be interesting to see how and if Intels investments pay off.
Yup, they need to fund engineering. That’s what AMD did, and it turns out that’s a good strategy. Companies need to provide value to customers, and then marketing’s job is easy.