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Intel has 18 months to determine its future — or Qualcomm and Arm will

1. Intel is restructuring under CEO Lip-Bu Tan with workforce cuts. 2. Qualcomm and Arm aggressively target Intel's traditional PC and server markets. 3. Next-gen chips must succeed or Intel risks losing market share. 4. Intel revenue remains flat; restructuring charges hurt profitability. 5. Arm's potential chip design could directly compete with Intel.

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FAQ

Why Bearish?

Given the ongoing competition, Intel's market share risks significant erosion. Historical examples, like AMD's rise during Intel's missteps, affirm this risk.

How important is it?

The article details significant threat levels and competitive positioning pertaining to INTC, warranting attention.

Why Long Term?

The structural shifts in competition will affect Intel's position over the years, akin to the shift in market dominance seen with AMD and Nvidia.

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