Intel’s Fall from Grace

Author(s)
Cusumano, Michael
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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.
Date issued
2025-01-01
URI
https://hdl.handle.net/1721.1/158131
Department
Sloan School of Management; Sloan School of Management
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
ISSN
0001-0782
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