Intel -- An Update -- The WSJ -- Saturday, January 4, 2025

Locator: 44609INTEL. 

Tech is tracked here.

Chips: tracked here.

Apple Silicon: link here.

January 5, 2025, update, link here: 

Link here, from yesterday's WSJ. 

You may think you know how much Intel is struggling, but the reality is worse.

The once-mighty American innovation powerhouse is losing market share in multiple areas that are critical to its profitability. Its many competitors include not just the AI juggernaut Nvidia but smaller rivals and even previously stalwart allies like Microsoft.

One flashing warning sign: In the latest quarter reported by both companies, Intel’s perennial also-ran, AMD, actually eclipsed Intel’s revenue for chips that go into data centers. This is a stunning reversal: In 2022, Intel’s data-center revenue was three times that of AMD.

And:

Again, the dividend could be keeping a lot of long-term investors in the game.