[klelatti]

> The ground Intel has lost in desktop and mobile is more than made up for by their utter dominance in server. Intel also has a lot of plays that should bear fruit in holding or retaking ground on consumer compute in the next few years.

The basic problem is that Intel hasn't lost ground in mobile, it's not even on the playing field, a huge strategic blunder. That leaves it defending its dominant positions on server and desktop / laptop. At the same time billions of $ pour into TSMC from mobile and those same facilities are now being used to make desktop and server CPUs that compete with Intel.

Its execution has been poor too but this massive strategic issue is a bigger problem.