QUOTE(nikita zuleica @ Dec 12 2025, 09:57 PM)
Ehhhhhh suppose Intel has almost no competitor at all? AMD jus continue sailing as underdog
Intel is struggling and considered to be losing ground in the "chip war," especially in high-end AI and data centers, facing significant financial losses, falling behind rivals like Nvidia, AMD, and TSMC in advanced nodes, and dealing with management/execution issues despite massive US investment and vows to regain supremacy. While they have huge potential with foundry expansion and government support, recent performance shows a major downturn and uncertain future in leading-edge tech.
Reasons for Intel's Struggles:
Missed the AI Boom: Intel was slow to adapt and compete in the lucrative AI chip market, losing out to Nvidia and others.
<<<>>>Technological Lag: They fell behind TSMC and Samsung in advanced manufacturing processes (node shrinks), impacting performance and efficiency.
Financial Losses: The company has reported billions in losses from its manufacturing arm, burning through capital.
Execution & Management Issues: Problems with product roadmaps, driver issues (like with Arc GPUs), and overall execution have plagued them.
Market Share Loss: AMD has gained significant share in PC and server markets, while Apple designs its own leading-edge chips.
Intel's Response & Outlook:
Massive Investments: Intel is pouring billions into building new fabs in the US and globally, with government subsidies from the CHIPS Act.
Strategic Shift: CEO Pat Gelsinger aims to leverage foundry services (IFS) and focus on edge AI, promising a turnaround, but acknowledges the uphill battle.
National Importance: The US government views supporting Intel as crucial for national security, giving them significant backing.
In Summary:
Intel is in a precarious position, needing a major revival after years of setbacks, but they are fighting hard with massive resources to reclaim their dominant past in the global semiconductor landscape, even if they are currently losing the "war" for cutting-edge leadership.