Intel’s Fall from Grace
Name
3704288.pdf
Size
909.6 KB
Format
Adobe PDF
Checksum (MD5)
09fc874fc0651c200827087f5142df93
Author(s)
Cusumano, Michael
Date Issued
January 1, 2025
Journal
Communications of the ACM
Publisher
ACM
Citation
Cusumano, Michael. 2025. "Intel’s Fall from Grace." Communications of the ACM, 68 (1).
Version
Final published version
Abstract
Intel continues to dominate the microprocessor market for personal computers and datacenter servers for cloud services but it has fallen sharply behind Nvidia, the new platform leader for AI applications and GPU servers. Intel's decline has two main causes, apart from the innovations at Nvidia. One involves the inability to adapt to new technologies and customers (i.e., mobile and AI) as they emerged. A second involves the commitment to manufacture its own microprocessors even though advanced semiconductor manufacturing, led by Taiwan Semiconductor Manufacturing Corp. (TSMC), has evolved into a highly specialized capability, separable from design.
MIT Department
Sloan School of Management
Sloan School of Management
Terms of Use
Article is made available in accordance with the publisher's policy and may be subject to US copyright law. Please refer to the publisher's site for terms of use.
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DOI of Published Version
https://doi.org/10.1145/3704288
