Economist Podcasts

Intel in slide: a chipmaker on the ropes

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Dec 12, 2024
Shailesh Chitnis, a global business writer for The Economist, and Sarah Larniuk, a senior producer for The Intelligence, delve into Intel's dramatic decline amid fierce global competition. They discuss the implications of the chipmaker's struggles for American national security and the potential impacts of leadership changes at Intel. The conversation also explores an intriguing International Criminal Court case and the influence of viral food trends in social media, revealing how cultural phenomena shape our understanding of food and justice.
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INSIGHT

Intel's Decline

  • Intel, once dominant in personal computer chips, faces a significant decline.
  • Their market share has dropped drastically, leading to substantial losses.
INSIGHT

Missed Opportunities

  • Intel missed key tech shifts like mobile and GPUs, impacting their performance.
  • The company's stock has plummeted, and layoffs are occurring.
ANECDOTE

Technological Shifts

  • Intel missed the mobile phone revolution starting with the iPhone around 2006-2007.
  • They also missed the shift to GPUs for machine learning around 2016-2017, falling behind TSMC in fabrication.
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