In January 2021, Intel was not exactly at its best. Bob Swan appointed CEO * in 2019, he failed to correct the path and after two years Testified by Pat Gelsingerone great team of veterans.
Company against the greatest challenge in history: TSMC had become the leader of the semiconductor industry and had taken Intel’s portfolio, but Gelsinger seemed to have the clearest path. and launched the IDM 2.0 campaign.
The focus of this former architect seemed promising: Intel is once again seriously burdening itself to become the absolute leader in this field. IDM 2.0 design and intent to be a manufacturer for all and they certainly did not seem like the right decision for themselves.
Plans to create these new manufacturing plants in the US and Europe to mitigate the dependence of Asia– were also The US government promoted these plans by making Intel a major beneficiary of its CHIPS Act.
Missing AI train
But they did not do all this. He approached these labors without success Intel is missing a train of AI. ChatGPT has turned the rise of NVIDIA into the main semiconductor company on the planet along with TSMC: Intel has suddenly been relegated to the background.
The rise of TSMC first and NVIDIA later marked a dramatic change of scenery. Intel, the lord and mistress of the PC market for more than four decades, suddenly found itself surely winand, in spite of Gelsinger’s efforts, nothing seemed to work.
Be late to AI * It was very expensive a company that has fallen significantly in market valuation and which took drastic measures. For example Laying off more than 15,000 employees this summer or * delay and even new tables plans to build some chip plants in Europe.
But what he did well did not go well. In advance new photolithographic knots It was causing problems again, and the company, although generating good expectations, could not find quite the right solution. Node 20A is finished, it will be broken focus on the development of node 18Aand TSMC are finished a partner at a disadvantage.
A change of direction is necessary
Intel released successive generations of chips under Gelsinger’s leadership, but the advances were less significant than those chips indicated. Meteor Lake, which was supposed to be Intel’s most important jump to the last 40 yearsnot all by expectation.
In difficulties and emotions support program “Chips and Science Act” of the United States, but even so Intel continues to be the biggest beneficiary of these endowments.
The last message that arrived Nor were the second things.. Company not make PS6 football according to sources close to the project, and in these low hours it was also recently reported that Qualcomm could be valued. buy Intel directlyalthough pain seems to matter of the eyes.
The Report by Pat Gelsinger that at some pointit was necessary – apparently the acceptance that the elected Gelsinger’s plans were not working. The company is already looking for a successor, but in the meantime two of its senior managers – David Zinsner and Michelle Johnston Holthaus – will serve as co-CEOs with Frank Yeary as an executive board director.
Hence the unknowns are as enormous as the challenges. TSMC and NVIDIA have become formidable competitors, but Intel must act and try to improve little by little.
What decisions will Intel make in its IDM 2.0 and AI strategies? It is clear that there is some change: the course that they defended with Gelsinger, it is clear that it would not make sense after the resignation, now it remains to be seen what ideas Intel will propose in the future.
They say it’s an opportunity to improve. If it’s the biggest problem in your story, we (maybe) too. the biggest opportunity facing improvement in Intel’s history. Will it return to what it once was? We will see.
In Xataka | TSMC killed a 450mm wafer that could fit more chips. And because of that he won the war
