Atom – Intel flounders industry leadership role and gets crushed by ARM processors for mobile applications.
NAND – Intel had NAND fabs in china that weren't even being close to profitable and sold to SK Hynix after wasting billions down the drain.
Optane – Micron Technology shut down Joint Venture 3DXPOINT leaving intel without their silicon.
Altera -Intel purchased Altera the #2 fpga player for $17 billion
4G/5G Modem
Barefoot Networks
Gross Margins – INTC 38.4$ AMD 53% AVGO 73% NVDA 67%
Talent/Stock – If an engineer at intel got 200k in rsus after 4 years they would be worth $183,784. At nvidia 200k in rsus would be worth $2.1 million. Why would anyone want to work at intel?
Capex: heavy cap ex requirements will keep pressure on margins
Competition: Intel faces stiff completion from AMD and NVIDIA when it comes to CPU applications. They are also missing out as the large datacenter customers develop their own custom silicon.
GPU – shit show at first when intel rolled out their cards. So many bugs and just terrible performance but looks like driver issues are being addressed an they are already past AMD and closing in on NVIDIA when it comes to their up sampling technology. I'm not very bullish on their GPUs because they had over a decade of experience for iGPU. It remains to be seen if intel GPPU/XPU products will be adopted by the large data center customers. Gamers are a much smaller slice of teh GPU supply now.
Mobile Eye: Probably intel's best decision in their 20 years as a company but they are so desperate for cash they are going to spin them off in an ipo
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