Intel, once a powerhouse in the semiconductor industry, has hit a rough patch in recent years. The company’s stock plunged a staggering 60% in 2024, leading to the ousting of CEO Pat Gelsinger. In his place, Lip-Bu Tan has been appointed as the new CEO in an effort to turn things around for the struggling tech giant.
One of the major challenges facing Intel is its dual focus on both chip manufacturing and chip designing, a strategy that has proven to be less effective than the specialized approaches taken by companies like AMD, Nvidia, and TSMC. While Intel has historically pursued a vertically-integrated business model, its competitors have excelled by focusing on either designing or manufacturing chips exclusively.
The Wall Street Journal delves into the critical mistake that Intel made in the mid-2000s, a decision that has had far-reaching consequences for the company. This misstep has created a significant obstacle for Intel, one that Lip-Bu Tan will need to address in order to steer the company back on track.
The video outlines the various challenges facing Intel, including both manufacturing and design issues that have plagued the company in recent years. From delays in production to struggles with innovation, Intel has fallen behind its competitors in the semiconductor industry.
As the new CEO of Intel, Lip-Bu Tan will need to navigate these challenges and find a way for the company to catch up to rivals like Samsung, Nvidia, and TSMC. With Intel’s market cap at stake, the pressure is on for Tan to lead the company towards a brighter future in the rapidly evolving tech landscape.
In conclusion, Intel’s new CEO faces a daunting task as he works to overcome the company’s past mistakes and position Intel as a competitive force in the semiconductor industry. With innovative solutions and strategic planning, there is hope that Intel can regain its footing and once again become a leading player in the world of technology.
Watch the video by The Wall Street Journal
Video “How Intel’s New CEO Can Catch Up to Samsung, Nvidia and TSMC | WSJ” was uploaded on 03/15/2025 to Youtube Channel The Wall Street Journal