So far the decline has been 6%
Today, information has appeared on the Web that Microsoft is developing its own server processor based on the Arm architecture, which means that Microsoft – one of the largest players in the server market – may partially or completely turn out to be from Intel processors.
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Intel Shares Fall After Rumors About Microsoft’s Intention To Switch To Its Own Server Processors
This information instantly affected the shares of the latter: they immediately fell by 6.3%, at the same time reducing the company’s capitalization to $ 194.5 billion.
It is not yet clear whether the decline will continue, but in general, the reaction is quite expected. Besides the fact that Microsoft is simply a very large client of Intel, and the server segment is very profitable, this is the second big call since Apple’s move. And not the fact that the latter.