Intel's a classic case of what happens when you get too comfortable at the top. After years of leading the pack, they underestimated the rise of ARM, TSMC, and AMD. Instead of evolving, Intel clung to x86 and delayed key fab investments. Meanwhile, AMD and NVIDIA leaned into modern architectures and AI. Now, Intel's feeling the heat. Now the pressure is on as Intel's stock keeps falling and chip shipments dropped more than 1.8%, hitting their lowest market share since Citi started tracking the industry in 2002.