While Intel (NASDAQ:INTC) still maintains a dominant position in the desktop segment, AMD's ability to gradually chip away at its rival's market share underscores the competitive pressures facing Intel.
https://ca.investing.com/news/stock-market-news/amd-continues-to-gain-market-share-in-the-cpu-market-bernstein-432SI-3552540
Intel will do ok , reports of Intel products being cr-p are heavily exaggerated…. That said , they need to get out there and sell them , and having abandoned the channel , likely covering less accounts (even less) isn’t going to help … AMD have great stuff but will be constrained by capacity at TSMC , that will give Intel some decent time to make revenue …. BUT it’s gonna be hard , especially with all the best people leaving
Looks like the cruise based selling is not working. Maybe next time we can try Teams-based selling?
How will value based selling help?
It’s going to landslide towards then this year and next, especially in desktop where Intel’s brand has lost a lot of trust.
AMD Servers are also uncontested this cycle.
Laptop makers are tired of Intel and are desperate for more suppliers as evidenced by their massive support for Qualcomm and AMD strix.