Pád Intelu: Případová studie ztráty konkurenční výhody v technologickém sektoru

This diploma thesis analyzes the causes of Intel Corporation's loss of dominant position in the semiconductor industry during the period 2014–2024. The aim of the thesis, employing a single-case study design, is to identify the factors that led to the erosion of the company's long-term sustainable competitive advantage. Methodologically, the work combines a static analysis of internal resources (VRIO/VRIN framework) with a dynamic analysis of causal processes using Process Tracing method. The analysis results demonstrate that key company assets, particularly the vertically integrated manufacturing model and the x86 architecture, transformed from competitive advantages into a strategic burden due to market changes. The causal analysis subsequently reveals that this structural decline was accelerated by specific managerial failures, notably the prioritization of financial metrics at the expense of R&D investments and the underestimation of technological shifts in the areas of mobile chips and EUV lithography. The thesis concludes that Intel's decline was caused by a systemic failure in resource organization, not merely by external market influences.