RE: LeoThread 2024-09-01 09:25

[taskmaster4450le]

1. Leadership changes:
   • Intel brought back Pat Gelsinger as CEO, who has been instrumental in pushing the foundry strategy.
   • They've also hired industry veterans from competitors to bolster their foundry expertise.

These efforts represent a significant shift in Intel's business model, as they aim to compete more directly with pure-play foundries like TSMC and Samsung. However, it's worth noting that gaining significant market share will likely be a long-term process, given the entrenched positions of the current market leaders and the high barriers to entry in advanced semiconductor manufacturing.