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  How to Regain Market Leadership and Ensure Sustainable Growth in the Future

 

  1. Strengthening Leadership in Manufacturing Technologies (14A, 10A, 18A)
  • Intel must focus on completing 18A, as it is the only chance to regain market trust.
  • Request additional funding from the U.S. government under the CHIPS Act to accelerate 18A deployment.
  • Cancel non-priority projects and reallocate R&D resources to resolve technical issues with 18A.
  • Urgently recruit specialists from TSMC and Samsung — head-hunting engineers experienced in 3nm and 2nm technologies.
  1. Optimization of Manufacturing Capacities
  • Intel Foundry Services (IFS) should become a core strategic direction.
  • Partial outsourcing of production — delegating some orders to TSMC or GlobalFoundries to reduce the load on Intel’s fabs.
  • Entering the contract manufacturing market — producing chips for third-party companies, similar to TSMC.
  • Aggressive client acquisition for IFS — targeting Apple, Qualcomm, NVIDIA, Amazon, and Google.
  1. AI Development Strategy
  • Develop a Falcon Shores competitor on alternative technologies — if GPU development is delayed, prioritize NPU/Tensor accelerators.
  • Establish partnerships with Hugging Face, OpenAI, Meta, and Google — Intel cannot survive in the AI segment without these collaborations.
  • Build high-performance data centers for AI training, leveraging Intel’s own processors.
  • Design specialized AI chips for data centers to compete with NVIDIA and AMD.

Strategic Recommendations for Intel: How to Regain Market Leadership and Ensure Sustainable Growth in the Future.

  1. Financial Restructuring and Cost Reduction
  • Sell non-core assets (e.g., underperforming business divisions).
  • Reduce internal corporate subsidy programs.
  • Negotiate additional U.S. government grants in exchange for accelerated domestic production.
  • Focus on high-margin products: server processors, AI solutions, and high-end CPUs.
  1. Marketing Strategy: Competing with AMD in the CPU Segment
  • Maximize the promotion of Core Ultra 300 (Panther Lake) to dominate the market hype before Ryzen 10 launches.
  • Focus on gaming and laptop markets — despite AMD’s superiority in productivity tasks, Intel still holds 70% of the gaming PC market.
  • Aggressively market Core Ultra 9 285K and its advantages over Ryzen 9 9950X3D (especially in multi-threaded workloads).

Dr. Vadym Chernets

AI Expert, New York