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Intel Honesty

Stratechery

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Intel's Struggle for Relevance in a Changing Chip Landscape

This chapter examines Intel's challenges in the late 2010s, particularly its difficulties with 10nm manufacturing and the impact on market share due to rising competitors like AMD and TSMC. It critiques Intel's complacency in design and suggests the necessity for strategic restructuring to adapt to the evolving AI-driven data center market.

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