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"struggling to stay relevant" is an exaggerated editorialized title. Sure, they're not "Numero Uno" anymore, but they're very far away from being irelevant. I
by Rinzler89 3y ago
"struggling to stay relevant" is an exaggerated editorialized title.
Sure, they're not "Numero Uno" anymore, but they're very far away from being irelevant.
If they can get a solid third place in the GPU space behind Nvidia and AMD, and a second place in the AI space behind Nvidia, and stay in third place in semiconductor manufacturing behind TSMC and Samsung, that's still a huge accomplishment considering how high the barriers to entry in these spaces are, especially for a single company.
- wtallis 3y agoThird place for discrete GPUs is unlikely to be profitable. Third place in semiconductor manufacturing means having to outsource production of a significant part of the product line to stay competitive. Over timescales of several years, these markets are too close to winner-take-all for third place to be a sustainable position. Just look at how much Intel had to fuck up in order to give others the opportunity to move into first or second place in markets that had been entirely Intel's to lose.
- kingspact 3y agoIntel's getting destroyed on all fronts, let's not kid ourselves here. Plus foreign governments don't want the NSA-mandated hardware backdoors now that everybody knows they exist. Intel's OK I guess if you work for the government and need a computer with such a "feature" so the glowboys can keep tabs on you.