Re:Intel stock collapse worsens as $3.5T chip rout spreads
by harrouet on Tuesday November 03, 2026 @02:17AM
(#50349028)
Intel is particular: they managed to keep appearing to investor as a CPU leader,
BUT:
- they are losing the server to ARM (also thanks to Apple because now many devs use ARM as well)
- AMD is strong on the PC, while Apple (15% market share) is ARM
- They failed to make a dent in the GPU market
So, Intel has got no more area of leadership. No more in manufacturing, no more in chip design. They are riding the inertia wave but will lose it eventually. That's what happens when you let financial people milk the cow. They sure got nice bonuses.
BUT:
- they are losing the server to ARM (also thanks to Apple because now many devs use ARM as well)
- AMD is strong on the PC, while Apple (15% market share) is ARM
- They failed to make a dent in the GPU market
So, Intel has got no more area of leadership. No more in manufacturing, no more in chip design. They are riding the inertia wave but will lose it eventually. That's what happens when you let financial people milk the cow. They sure got nice bonuses.
Farewell...