Intel at a Crossroads: Can Lip-Bu Tan Revive the Chip Giant? – C-Suite Transitions

For decades, “Intel Inside” was synonymous with computing dominance, shaping the backbone of PCs, data centers, and enterprise systems worldwide. However, in recent years, the semiconductor giant has faced intense competition from AMD, and NVIDIA, struggling with manufacturing setbacks, and working to regain its position as a leader in semiconductor innovation.

As the industry shifts toward AI-driven computing and cutting-edge semiconductor processes, Intel is at a crossroads—needing both strategic reinvention and operational excellence to reclaim its leadership.

Key Insights

• Lip-Bu Tan named Intel’s new CEO – a seasoned semiconductor veteran with deep industry ties.
• Tan previously resigned from Intel’s board due to strategic disagreements.
• Lip-Bu Tan is bullish on Intel’s foundry business, viewing it as a vital piece of Intel’s future, with plans to refine its operations

Intel Corp (INTC): $24.16

Market Cap: $104.61B

EV: $145.79B

Intel’s Business Model

Intel operates through two core segments:

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