Intel tries to recover while fighting on multiple fronts
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Intel is losing ground fast, and the fight is unfolding in plain sight. The company is still trying to rebuild its standing after years of delays, but the momentum isn’t going its way. Its latest earnings beat showed some strength in data center products, yet the company is still struggling to steady itself, according to Yahoo Finance. While it tries to fix its long-running problems, AMD is taking slices of the same markets Intel used to dominate without competition. The pressure is coming from every direction. In both the PC and data center sectors, AMD is not waiting for Intel to recover, as the numbers coming out of New York this week made that painfully clear for Intel bulls. AMD sets aggressive revenue goals At AMD’s Financial Analyst Day in New York on Tuesday, Lisa Su told investors she expects the company to take 50% of server CPU revenue in the next three to five years through its Epyc chips. For context, AMD currently holds about 40%, and it wants to close the gap entirely. Su also said the company is looking for 10% revenue growth across its client division, which handles gaming and PC chips. That would push AMD above 40% client revenue share, up from today’s 28%. Those targets point to a huge drag on Intel, which Mercury Research says could see its client market share fall from 72% to about 60%. And because Intel and AMD are the only companies building x86 chips, the impact hits the core of Intel’s identity. These chips power the bulk of today’s PCs and servers, making this fight central to the future of both companies. Not everyone thinks these numbers are guaranteed. Stacy Rasgon, an analyst at Bernstein, called AMD’s goals “somewhat aggressive/aspirational, but also not necessarily outside the realm of…
Filed under: News - @ November 14, 2025 9:29 pm