Intel's Competitive Struggles
Discussions center on Intel's declining market position and strategic challenges against competitors like AMD, ARM, TSMC, and Nvidia, including the innovator's dilemma, loss of market share, and debates over focusing on high-margin products versus broader competition.
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i'm betting intel is starting to get concerned. pretty soon they're only going to have a handful of customers, who can then dictate pricing.
Shouldn’t Intel focus on competing with TSMC and not nvidia?
Sounds like the classic Innovators Dilemma. There wasn't a lot of margin in the ARM chips so Intel doubled down on their high margin server and desktop chips. ARM took over the low end in portable devices and is now challenging in the datacenter.
Just guessing:1/ Intel could be considered a monopoly2/ Intel think they can beat ARM in the long term
Intel is NOT competing against AMD only. In the past couple of years, we’ve seen a number of big tech companies developing their own chips. Focusing on AMD would be quite myopic from a strategic pov. This market is only getting more competitive. Either you compete on performance or price.
I would have much more of a problem with this if Intel was still the only game in town. I get the feeling Intel is effectively ceding parts of the CPU market to ARM and focusing on their high-margin products.
As the giant in the room, Intel has further to fall. Intel's market cap is more double that of AMD, ARM and Nvidia combined.Intel's real competitors are TSMC and GlobalFoundries, who are architecture agnostic. TSMC's market cap is ~90% of Intel's; GF are private, but they're probably in the same ballpark.Intel is in a unique (and uniquely challenging) position as both an IP and fab company. This vertical integration has proved highly profitable for Intel, but it is
Wouldn't AMD and the collection of ARM fabricators take Intel's place?
Please read this, it's old but still applies: http://www.geek.com/chips/why-amd-mhz-dont-equal-intel-mhz-5...Since Intel is the driver for cutting edge technology they, by a wide margin, have the most potential for drastic improvements. ARM is mostly restricted to the mercy of Qualcomm, Snapdragon, and a few other companies who rely on third party m
Yes but only because Intel hit the wall first.The still have tons of money and spend more time breaking that wall.Good for us anyway. Don't mind getting my Intel CPUs cheaper.