🚀 Intel's new CEO comes with sweeping changes! 🏭
Intel $INTC was once a dominant player in the semiconductor industry, but has failed to keep up with the competition over the past decade. The company has missed out on the smartphone boom, failed to respond to the surge in demand for AI chips , while falling behind technology leaders like TSMC, Nvidia and AMD.

Now, this decaying giant is entering the Lip-Bu Tana new CEO OFwho plans radical changes - from restructuring manufacturing to aggressive expansion in AI. His main goal is to rebuild Intel a dominant player in the chip market.

📌 What is Tan up to?
Transforming the manufacturing model - Intel Foundry needs to become a competitive foundry capable of producing chips not only for Intel but also for key players in AI and cloud computing such as Nvidia, Microsoft, Google and Amazon.

Cuts in middle management - The company suffers from a huge bureaucracy that slows innovation. Tan plans to significantly slim down the management layers.

A bet on artificial intelligence - Intel slept through the boom AI chips, but Tan wants to speed up development AI processors and establish an annual innovation cycle similar to Nvidia.

Getting big customers - currently in talks with Nvidia, Broadcom and AMD, who are already testing chip production in factories Intel's factories.

Revitalizing the company culture - According to Tan, Intel has lost the predation and speed of innovation it had under legendary CEO Andy Grove. He wants to reintroduce an approach "only the paranoid survive" and create a dynamic environment where innovation becomes a priority again.

📉 Intel: 10 years of stumbling, first loss since 1986
Annual loss of $19 billion by 2024 - the first since 1986.

Intel missed out on the AI boom - Nvidia and AMD dominated the AI chip market, while Intel lagged far behind.

Failed attempt to become the new TSMC - expansion of manufacturing capacity in the US and EU failed to deliver expected results.

Slow AI chip development - the new generation of Panther Lake (process 18A) is supposed to be the key to a comeback, but the competition is years ahead.

Intel in the year 2021 has come up with a plan to become the new TSMC and start making chips for other companies. However, this plan was met with huge problems - it failed to offer enough quality manufacturing services, leading to delays and failed tests. Competing TSMC meanwhile continued to improve its technology and remained the clear leader in the production of the most advanced chips.

📢 CEO Lip-Bu Tan: "Intel must regain its competitiveness. We will invest in AI, accelerate innovation and attract new customers to our manufacturing."

In such a competitive environment, change must come quickly. If Tan can't accelerate production and bring in key innovations, Intel ...Intel could lose market share for good.

Tan wants to accelerate development AI chips, but it will take years to Intel to catch up to the competition.

Since the announcement of the new CEO, Intel's stock has jumped by more than 30 %, which means investors believe in his strategy. But the question is whether Intel will be able to turn promises into actual results.

📈 Is Intel an interesting turnaround bet?
If Tan can quickly improve chip production, increase competitiveness and win big customers, Intel stock could offer a long-term growth opportunity.

On the other hand, if Intel can't compete effectively TSMC and Nvidia, it may become history and continue to lose market share.

How do you see Intel's current situation?