Intel
Numbers
What the show said, with receipts
Every figure the hosts put on the record for Intel, with its source and the date it was captured. The audited statements from the company's own filings are under Financials.
Freshness
0
Current (≤6 mo)
0
Recent (≤18 mo)
2
Older
Freshness is measured from each figure’s capture date, not from the episode date. An older figure is not wrong; it is a figure that has had time to move.
Reported figures
Market cap at peak of PC era (2000)
27 yr~$500B
most valuable semiconductor company in history at the time; the Wintel duopoly with Microsoft defined personal computing
[Acquired Intel episode + public record] · as of 2000
Manufacturing process lag vs TSMC (2023)
4 yr~2 nodes behind
Intel's 10nm (2019) was delayed 4+ years; TSMC shipped 5nm in 2020; Intel foundry recovery is the central strategic bet of Pat Gelsinger's return
[Acquired Intel episode + industry analysis] · as of 2023