Intel Needs New Strategies, ASAP
March 8, 2018
After losing the No. 1 spot in semiconductor revenue for the first time since 1992, Intel needs new strategies to narrow the gap or surpass Samsung.
Samsung’s semiconductor division generated $69.1 billion in total revenue in 2017, eclipsing Intel’s $62.8 billion. Thanks to high memory prices, Samsung knocked Intel from the top spot in chip sales for the first time since 1992.
As planar DRAM faces scaling limitation due to the impending end of Moore’s Law, cost scaling becomes slow and planar DRAM is ultimately unable to meet demands. Bit growth shrank to the lowest point in 23 years. Therefore, it is difficult to expect a downturn in memory prices any time soon.
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