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I still do not really get this hand wringing over Intel. The only thing I see are these institutional investors are very upset Intel is not like Nvidia. So th

by jmclnx 2y ago

I still do not really get this hand wringing over Intel. The only thing I see are these institutional investors are very upset Intel is not like Nvidia. So they are complaining and these investors will eventually destroy Intel because their stock is not rising 500% per year. So all this pressure on Intel since Nvidia became a thing is distracting Intel from focusing on their business. Causing more harm than good.

diziet_sma 2y ago
Intel products have been losing x86 to AMD in servers, desktop, and laptops. x86 itself is losing market share to ARM in the server and laptop space. Intel has no foothold in the fastest growing chip space (GPUs). Intel foundry has fallen behind TSMC to the point the latest Intel laptop chip (Lunar Lake) was manufactured using TSMC. Recent attempts to attract external client s to fab using Intel Foundry have not met expectations. Given all this, I think quite a lot of hand-wringing is warranted.