Intel’s current struggles serve as a stark warning for companies facing disruptive innovation. It's a cautionary tale about the importance of continuous innovation, agility, and a willingness to adapt. The story also demonstrates the danger of neglecting emerging market opportunities and remaining solely focused on existing business.

Sources for this podcast

1.         https://www.nasdaq.com/articles/how-intel-lost-its-way

2.         https://www.theregister.com/2023/10/30/arm_intel_comment/

3.         https://www.vamsitalkstech.com/strategy/industry-spotlight-did-intel-fail-its-own-digital-transformation/

4.         https://manufacturing-today.com/news/behind-intels-challenges-manufacturing-delays-and-leadership-shifts/#:~:text=The%20company%20faced%20prolonged%20delays,more%20efficient%20and%20powerful%20processors.

5.        https://samlin001.medium.com/can-intel-regain-its-crown-25b610b4c73e 

6.        https://www.devere-group.com/why-is-intel-falling-behind/ 

7.         https://www.investopedia.com/intel-gelsinger-isnt-alone-2024-record-year-ceo-changes-8756513#:~:text=Intel's%20Gelsinger%20Isn't%20Alone,Record%20Year%20for%20CEO%20Changes

8.         https://semianalysis.com/2024/12/09/intel-on-the-brink-of-death/

9.         https://www.csis.org/analysis/too-good-lose-americas-stake-intel#:~:text=Intel%20Foundry%2C%20however%2C%20allows%20for,with%20other%20large%20foundry%20providers

10.       https://www.thedailystar.net/tech-startup/news/intel-vs-tsmc-the-battle-chip-supremacy-3729816#:~:text=Intel's%20comeback%20strategy,Samsung%20in%20advanced%20chip%20manufacturing.

11.       https://sourceability.com/post/lithography-the-game-changer-in-computing-power-of-the-past-present-and-future

12.       https://www.csis.org/analysis/back-forth-intel-and-semiconductor-industry#:~:text=The%20company%20has%20made%20massive,capability%20and%20capacity%20on%20domestic

13.       https://omdia.tech.informa.com/om018716/intels-idm-20-strategy-going-beyond-internal-manufacturing-to-close-the-ai-chip-technology-gap#:~:text=The%20IDM%202.0%20strategy%20puts,immediate%20assistance%20and%20then%20advancing

14.       https://www.electropages.com/blog/2024/05/intel-shifts-focus-foundry-business-aiming-become-worlds-no2-foundry-2030#:~:text=With%20its%20goal%20to%20become,key%20development%20in%20its%20growth.

15.       https://www.electropages.com/blog/2024/10/intel-18a-future-semiconductor-technology-ribbonfet-and-powervia 

16.       https://www.arm.com/glossary/cpu#:~:text=The%20Central%20Processing%20Unit%20(CPU,%E2%80%9Ccentral%E2%80%9D%20or%20%E2%80%9Cmain%E2%80%9D

17.       https://www.splunk.com/en_us/blog/learn/cpu-vs-gpu.html#:~:text=CPU%20manages%20general%20computing%20tasks,and%20running%20software%20or%20applications.

18.       https://www.intel.com/content/www/us/en/products/docs/processors/what-is-a-gpu.html#:~:text=GPUs%20were%20originally%20designed%20to,and%20programmable%2C%20enhancing%20their%20capabilities.

19.       https://blog.purestorage.com/purely-educational/cpu-vs-gpu-for-machine-learning/

20.       https://www.supermicro.com/en/glossary/cuda#:~:text=Additionally%2C%20CUDA%20accelerates%20tasks%20in,developers%20and%20researchers%20working%20in

21.       https://www.quora.com/Why-didnt-Intel-take-the-mobile-CPU-market-more-seriously-before-smartphones-became-common-place

22.       https://www.nytimes.com/2024/10/24/technology/intel-ai-chips-mistakes.html

23.       https://news.ycombinator.com/item?id=11706667

24.       https://en.wikipedia.org/wiki/Intel

25.       https://www.techtarget.com/whatis/feature/Intels-rise-and-fall-A-timeline-of-what-went-wrong

26.       https://www.theverge.com/22597713/intel-7nm-delay-summer-2020-apple-arm-switch-roadmap-gelsinger-ceo

27.       https://gadallon.substack.com/p/the-rise-and-fall-of-intel-lessons

28.       https://en.wikipedia.org/wiki/Mac_transition_to_Apple_silicon

29.       https://www.apolloadvisor.com/intel-and-the-innovators-dilemma-a-case-study-in-market-disruption/  

30.      https://www.cmcmarkets.com/en-au/opto-partners/arm-stock-can-arm-rival-intel-in-the-ai-pc-market 

31.      https://thecuberesearch.com/breaking-analysis-intel-strategic-fail/ 

32.      https://www.tomshardware.com/pc-components/cpus/arm-pc-market-share-shrinks-mercury-research 

33.      https://semianalysis.com/2024/12/09/intel-on-the-brink-of-death/ 

34.      https://sourceability.com/post/nvidia-amd-move-to-challenge-intel-with-arm-based-pc-chips 

35.      https://www.linkedin.com/pulse/intels-downfall-tale-strategic-missteps-mistakes-missed-sanyal-6xsvc 

36.      https://www.tomshardware.com/pc-components/cpus/arm-pc-market-share-wont-rise-above-13-percent-in-2025-says-abi-research

37.      https://www.capacitymedia.com/article/intel-the-chipmaker-too-big-to-fail

38.      https://sourceability.com/post/nvidia-amd-move-to-challenge-intel-with-arm-based-pc-chips

39.      https://www.apolloadvisor.com/intel-and-the-innovators-dilemma-a-case-study-in-market-disruption/ 

40.       https://stratechery.com/2024/intels-death-and-potential-revival/

41.       https://www.extremetech.com/computing/227816-how-intel-lost-the-mobile-market-part-2-the-rise-and-neglect-of-atom

42.       https://cacm.acm.org/opinion/intels-fall-from-grace

43.       https://www.researchgate.net/publication/259740268_Implementing_Sustainable_IT_Strategy_The_Case_of_Intel

44.       https://www.xda-developers.com/nvidia-88-gpu-market-share/

45.       https://www.straitstimes.com/business/intel-battles-amd-with-new-data-centre-chips

46.      https://asia.nikkei.com/Business/Technology/Intel-profit-plunges-85-as-AI-chip-sales-fall-behind-Nvidia-and-AMD 

47.       https://www.cnbc.com/2024/06/02/nvidia-dominates-the-ai-chip-market-but-theres-rising-competition-.html

Various GenAI tools were used in creating this episode including for researching, drafting etc.