The Rundown Deep Dive: Can Trump Make Intel Great Again?
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Aug 23, 2025 Explore Intel's dramatic fall from grace and the risks it poses for national security. Discover how new leadership and a government partnership are attempting a comeback. Delve into the strategic blunders that plagued semiconductor manufacturing and their impact on mobile and AI sectors. Will these efforts lead to a revival of domestic chip production, or is the tech giant's time up for good?
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Origin Of Intel's Dominance
- Intel's microprocessor invention enabled the PC revolution and made the company a household name.
- Their dominance peaked in 2000 with over 80% CPU market share and a $500B market cap.
Intel Passed On The iPhone
- Steve Jobs offered Intel the iPhone processor and Intel turned him down, missing the mobile revolution.
- That refusal became a pivotal corporate mistake as smartphones quickly eclipsed PCs in sales.
Manufacturing Stalled While TSMC Advanced
- Vertical integration was Intel's historical strength but became a liability when manufacturing stalled.
- TSMC surged ahead while Intel faced multi-year delays on its 10nm node.