Internal challenges and the inability to cope with the market shift led by artificial intelligence (AI) have been the first to be a standard chip manufacturer in AI chips and manufacturing, Intel lost ground to NVIDIA, TSMC, and more. Now, with leadership Rejig, it hopes to regain its advantage.
What has changed in management recently?
In March, Intel appointed industry veteran Lip-Bu Tan as CEO (CEO), replacing Pat Gelsinger. Tan on Monday promoted Intel’s head of networks, India-Firigin Sachin Katti as chief technology officer and head of AI. “We will work to restore Intel’s position as a world-class product company, establish ourselves as a world-class foundry, and make our customers happy as before,” Tan said in an notes to employees. Now major chip departments such as data centers, AI and PC chips report directly to TAN. These changes are part of Intel’s efforts to regain competitive advantage, especially in the AI ​​chip market.
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What challenges does Intel face?
NVIDIA leads the world in AI Chips, a market shift in Intel, California. Even in the core businesses of data centers and notebooks, competitors of these chip manufacturers have achieved significant achievements. Major cloud providers such as Amazon, Microsoft and Google are adopting in-house chips or chips designed by corporate institutions, reducing their reliance on Intel processors. In terms of manufacturing, Intel has been struggling to keep up with competitors like TSMC in advanced processors. The integrated model of Intel’s design and in-house manufacturing is also a barrier to its growth and competitiveness.
How does the global chip market change?
The $63 billion chip market is seeing a growing transformation of geopolitical and consumer demand. In terms of demand, the chips have an AI-LED prosperity. Taiwan, Malaysia and Vietnam dominate, while the largest consumers of the United States are pushing companies to invest in the United States. India has over $10 billion in incentive programs to attract chip makers.
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Can Intel accept Nvidia, AMD?
As Apple, Letters and Amazon Web Services design their own chips and emerging players’ cerebellar systems and Tenstorrent compete in the chip market, Intel loses its first-time enabler advantage and faces a tough battle with NVIDIA and AMD. Intel is investing heavily in its GPU (for AI workloads) lineup, including the ARC series for gaming and data center GPUs for AI workloads. Although NVIDIA dominates the AI ​​chip market, Intel is expanding in AI and machine learning.
Will Intel’s top Regiger pay back?
Despite gaining several AI chip startups, Intel has not challenged Nvidia’s dominance in AI and put aside its recent attempt in January, a bargaining chip called Falcon Shores. Now, developing a new AI strategy is up to Katti. His work has been cut to develop Intel’s AI strategy and product roadmap. Given NVIDIA’s dominance and dominance in AI, Intel’s efforts to regain the status of top chip manufacturers may not be in a hurry to pay off. But if it’s right with the right strategy, the $53 billion company can at least recover its lost glory.
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