How Intel Lost Its Edge

英特尔如何失去其优势

Big Take

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2025-02-13

17 分钟
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Intel invented computer processors and was a dominant supplier of chips for decades. Now AI is fuelling record demand for next-generation chips. But Bloomberg’s Ian King says Intel is no longer the go-to partner for the global tech industry, and the company is at risk of disappearing. What went wrong? Today on the show: The rise and fall of Intel, and where it could go from here. Read Ian King’s coverage of Intel. See omnystudio.com/listener for privacy information.
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  • Bloomberg Audio Studios Podcasts Radio news It's hard to overstate the historic importance of intel to the US Technology industry.

  • What lets you learn about the world in a whole new way?

  • The Intel Pentium processor.

  • After it was founded in 1968, intel pioneered the chips that made modern computing possible.

  • And for decades, the company was one of the crown jewels of Silicon Valley.

  • The Intel Pentium processor.

  • But in the last decade, intel has lost its technological lead and huge amounts of market share.

  • At the start of 2020, intel had a market cap close to $250 billion, more than twice that of Nvidia.

  • As of this week, Intel's cap was below $100 billion and Nvidia's was 38 times bigger.

  • As Bloomberg C. King says, intel is at a crossroads.

  • This is a company that I think is symbolic of so many things that are important to one country and one industry that suddenly just can't do it.

  • In December, Intel CEO Pat Gelsinger was forced out after a disastrous year.

  • Breaking news, intel.

  • The stock so far this year down by more than 50.

  • Headline will not be a surprise.

  • Intel announcing the retirement of the CEO Pat Gelsinger.

  • The board has formed a search committee for his successor.

  • He had been considered by many to be Intel's best hope to get the company back to the pinnacle of the chip business.

  • But now some in the tech industry are asking, is intel at risk of disappearing entirely?

  • I'm David Gura and this is the big take from Bloomberg News.