Intel Corporation (INTC) faced challenges in the semiconductor sector, and its stock declined even as its peers benefited from optimism about CES 2025 and Foxconn’s strong performance.
The Wall Street Journal recently highlighted Intel’s difficulties, focusing on its diminishing market share in critical segments. Once a leader in data center revenue, with figures three times higher than AMD’s in 2022, Intel has now fallen behind its rival in the most recent quarter.
According to KB Securities analyst Ahn So Eun, Intel still holds over 70% of the data center CPU market. However, its minimal presence in the GPU market leaves it vulnerable as data centers increasingly shift from CPUs to GPUs.
Intel’s challenges extend to the PC sector, where its market share continues to erode.
Once seen as a low-cost, low-performance alternative to Intel, AMD has rapidly enhanced its competitiveness, narrowing the market share and performance gap.
On Monday, at CES 2025, AMD gained significant attention by announcing that its chips will be integrated into Dell Technologies’ commercial PCs. The unveiling of the Ryzen AI Max processor and the Ryzen 9000 series further cemented AMD’s reputation as a leader in premium AI performance for laptops and desktops.
As Intel struggles with declining dominance, AMD continues solidifying its position as a formidable competitor in the semiconductor industry.
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