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Intel’s Market Position Crumbles: A Deep Dive into the Chip Giant’s Strategic Crisis

by Team Lumida
January 4, 2025
in Markets
Reading Time: 3 mins read
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Intel computer processor in selective color photography

Photo by Slejven Djurakovic on Unsplash

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Key Takeaways:

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• AMD has surpassed Intel in data center chip revenue, marking a historic shift
• Intel’s x86 architecture losing ground to ARM-based solutions from cloud giants
• Company faces significant challenges in AI and GPU markets
• Manufacturing transformation efforts leading to substantial financial losses

What Happened?

Intel, once the undisputed leader in semiconductor innovation, is experiencing unprecedented market share erosion across multiple critical segments. AMD has achieved a remarkable milestone by surpassing Intel’s data center chip revenue, despite Intel still holding 75% of the CPU market share. The company’s recent $16 billion quarterly loss reflects its costly attempt to transform into a contract manufacturer. The departure of CEO Pat Gelsinger in December 2023 further highlights the company’s strategic challenges.

Why It Matters?

This transformation represents a fundamental shift in the semiconductor industry’s competitive landscape. Intel’s struggles reflect broader changes in computing architecture preferences, with ARM-based solutions gaining prominence in data centers and consumer devices. The company’s vertical integration model, once a competitive advantage, has become a potential liability in an era where specialized chip designers and manufacturers often outperform integrated companies. For investors, this signals a potential long-term restructuring of market leadership in the semiconductor sector.

What’s Next?

Intel’s future hinges on several critical factors. The company’s ambitious “18A” manufacturing technology, targeted for 2026, could help regain technological leadership. However, the company faces tough decisions about potentially splitting its design and manufacturing operations. The success of its foundry services initiative and ability to compete in emerging markets like AI chips will be crucial. Investors should watch for the appointment of a new permanent CEO and any strategic shifts in the company’s approach to manufacturing and market focus. The company’s projected return to profitability in 2025 will be a key milestone to monitor.

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© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018