I’m just an interested layman, but to me this doesn’t look like what Intel needs.
If they’d end up picking him it would confirm their focus on the foundry side, as the article suggests he has no experience with product. But Gelsinger famously already bet the company on that, and so far imo their progress there doesn’t actually look too bad. So if that’s the case why get rid of him in the first place.
I guess he might bring some expertise in working with external partners on the foundry side, something i think Intel tried to gain with their failed aquisition of Tower Semiconductor in 2023. But CEO is too important of a role for this to be the main focus. You’d want someone with a vision and focused on the bigger picture there, and get the expertise to work with external partners on a lower level.
GlobalFoundries themselves dropped out of the leading edge race and not sure if they were ever a leading innovator. So that also doesn’t really look like something Intel would want to follow as an example.
I’m just an interested layman, but to me this doesn’t look like what Intel needs.
If they’d end up picking him it would confirm their focus on the foundry side, as the article suggests he has no experience with product. But Gelsinger famously already bet the company on that, and so far imo their progress there doesn’t actually look too bad. So if that’s the case why get rid of him in the first place.
I guess he might bring some expertise in working with external partners on the foundry side, something i think Intel tried to gain with their failed aquisition of Tower Semiconductor in 2023. But CEO is too important of a role for this to be the main focus. You’d want someone with a vision and focused on the bigger picture there, and get the expertise to work with external partners on a lower level.
GlobalFoundries themselves dropped out of the leading edge race and not sure if they were ever a leading innovator. So that also doesn’t really look like something Intel would want to follow as an example.