📰 Nvidia (NVDA) Soars as Intel’s Shift to 14A Chip Tech Signals Strategic Setback and Continued Losses

📅 Jul 23, 2025, 06:48 EDT | 🔗 Source: Reuters

🧠 Summary

Intel faces declining sales and a sixth consecutive net loss, while Nvidia leads the AI chip market. Intel’s new CEO shifts focus to next-gen chip technology 14A, aiming to compete with TSMC and Sony, despite possible costly writedowns and near-term challenges.

💡 Why this signal?

  • Nvidia has surged ahead with advanced AI chips, capturing strong market momentum and investor confidence.
  • Intel’s shift from 18A to new 14A technology indicates strategic repositioning but brings short-term financial risks and potential writedowns.
  • Intel’s persistent losses and lower revenue forecast contrast with Nvidia’s growth, underscoring a bearish outlook on Intel and bullish for Nvidia.

📈 NVDA Price Trend

⏱️ Impact Timing
as soon as the earnings report and new CEO plans are announced
👥 Competitor Impact
  • ➡️ AMD: sell
  • ➡️ TSMC: nothing
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