Locator: 48943INTEL.
Intel is now "functionally" two divisions:
- design
- manufacturing
Intel has been formally structured into separate design and manufacturing divisions, reflecting its "IDM 2.0" strategy launched in 2021. This move fundamentally changed the company's operating model from a traditional Integrated Device Manufacturer (IDM) to an "internal foundry" model.
Name the top 20 chip design companies (quick! Which big tech company is not mentioned):
The top chip design companies include NVIDIA, AMD, Intel, Qualcomm, Broadcom, and MediaTek, which are all leaders in their respective markets (relative monopolies), with NVIDIA currently dominating AI chips.
Other major players and emerging companies in this space include Samsung, Texas Instruments, ARM, Marvell, Realtek, Novatek, and Cirrus Logic.
Additionally, large tech companies like AWS, Microsoft, and Alibaba are designing their own chips for their cloud platforms. META has also announced partnering with Qualcom to design their own in-house chips.
The UX hand-off (link here).
Where does this leave Intel? I don't see a strategic plan; I don't see an "end-game" for Intel.
