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Understanding Intel
Explaining Intel's Strategy, Recent Challenges, and Subsequent Strategy Shifts.
Last week's paid subscriber article explored the resurgence of logic chip startup funding in 2024, Groq’s series D, and the impact of geopolitics on Block's move into Bitcoin ASICs. While not a precise formula, this illustrates that any substantial decline in Intel's manufacturing capabilities, its stronghold on the x86 architecture, or its brand recognition could adversely affect its sales in client and data center segments. To CEO Pat Gelsinger’s credit, Intel recognized that their existing strategy was no longer sound, and continuing to lose the process race would eventually prevent them from affording the next entry fee.
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