A video: “The Dire State Of Intel…What Happened?”

Once upon a time, Intel was by far the strongest player in the semiconductor industry. In fact, the famous Moore’s Law was created by Intel’s founder and everyone was familiar with the Intel jingle. But, fast forward a few decades, and Intel is in more pathetic state than ever. One of the main reasons for this is that Intel became stagnant after conquering the consumer CPU market. They’re still dominant within this market despite competition from Apple and AMD, but the real problem is that the chip industry has grown to be much larger than just CPUs, and that’s where Intel has really lost the lead. This includes mobile chips, machine learning chips, crypto mining chips, and of course AI chips. These industries are where companies like Qualcomm, TSMC, and Nvidia were able to far outshine Intel leaving the semiconductor giant in the dust. This video explains the fall of Intel and the future of the chip giant.

Here are key timestamps linked to significant moments in the video:

1. 00:00:00 – Intel’s Iconic Past and Decline

2. 00:01:07 – Intel Falls Behind Top Chipmakers

3. 00:02:15 – Massive Stock and Value Decline Since 2000

4. 00:03:23 – Arrogance and Marketing Over Engineering

5. 00:04:31 – Shift to Branding and Decline in Performance Focus

6. 00:06:12 – Impact of AMD Ryzen and Apple Silicon

7. 00:07:21 – Intel Misses Key Emerging Chip Markets

8. 00:08:24 – Ignoring Gaming, Crypto, and AI Trends

9. 00:09:36 – Gelsinger’s Turnaround Plan and Vision

10. 00:10:08 – Leadership Transitions and Cultural Reset

11. 00:11:13 – Gelsinger’s R&D Investments and Strategy

12. 00:12:19 – Intel’s Road to Recovery by 2026