IntelINTC
Moat score
The index’s clearest case of a moat lost: process lead gone, architecture argument gone, now rebuilding on public money.
MOATE2.2Solid
2.2 Solid
| Dimension | MOATE | Community |
|---|---|---|
| Switching costsweight 15x86 remains embedded in data centers and PCs; the lock-in is real but eroding as Arm and AMD prove drop-in. | 5 | — |
| Network effectsweight 15None left; the ecosystem advantage has migrated to Arm and to Nvidia’s CUDA. | 3 | — |
| Scale & cost advantageweight 12Owns fabs, which is scale, but fabs behind TSMC are a cost, not an edge. | 6 | — |
| Brand & pricing powerweight 12The brand no longer commands a premium; pricing is defensive. | 4 | — |
| Cornered resourceweight 12The x86 license and strategically located US fabs — valuable to governments more than to customers. | 5 | — |
| Distribution controlweight 12Long OEM relationships and channel presence still deliver volume. | 6 | — |
| Disruption resilienceweight 12The lowest resilience on the index: lost the process lead and the architecture argument in the same decade. | 2 | — |
| Independenceweight 10Dependent on CHIPS Act funding and government strategic patience; uses TSMC for some products. | 4 | — |
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