Over the past 10 years, the semiconductor sector has had a clear winner, Nvidia (NASDAQ: NVDA), and a clear loser, Intel (NASDAQ: INTC).

Intel ceded chip manufacturing leadership to Taiwan Semiconductor Manufacturing (NYSE: TSM) back in the 2010s. As AI computing on GPUs has emerged over the past two years, Intel saw share losses to Nvidia and other TSMC customers.

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Source Fool.com