Intel

Intel is a U.S. semiconductor company historically known for CPUs and now trying to regain momentum in AI chips.

Intel is an American semiconductor company that has been synonymous with CPUs. It has dominated the PC and server processor market for decades, but following its failure to respond to the smartphone era, it is going through difficult times as it completely lost its lead to NVIDIA in the AI era.

In the AI chip market, it attempted with the Gaudi series, etc., but failed to achieve any notable results, and is instead putting its life and death into rebuilding its foundry (consignment production) business. In an attempt to regain manufacturing competitiveness lost to TSMC, the U.S. government is also supporting Intel through subsidies and equity participation as part of its domestic semiconductor production strategy. With the news of NVIDIA's investment, it is at the center of an industry reorganization.

Whether the once absolute powerhouse can make a comeback is one of the biggest points to watch in the semiconductor industry, and it is a company whose fate is tied to the national strategy of U.S. semiconductor independence.

✅ Strengths

• We still maintain a large market share and brand in the PC and server CPU market
• We receive strong support from the U.S. government's domestic semiconductor production strategy
• It is a comprehensive semiconductor company capable of everything from design to manufacturing

⚠️ Limits

• It is lagging behind NVIDIA and AMD in the AI accelerator market
• The foundry business is suffering large losses and is under heavy financial burden
• It is unable to narrow the gap with TSMC in advanced process technology.