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Technology Stocks : Semi Equipment Analysis

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Dec 8 4:00 PM EST

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From: Sam	3/26/2022 4:49:13 PM
	3 Recommendations Recommended By Kirk © Return to Sender Sr K of 95536

An Interview with Intel CEO Pat Gelsinger Posted onThursday, February 24, 2022 Good morning, Intel has been one of the companies I have focused on from the very beginning of Stratechery. Back then Intel was the unquestioned leader in advanced chip manufacturing, and I urged the company to build a foundry business; then the company lost its leadership position to TSMC, even as TSMC’s dominance raised significant geopolitical concerns. A little over a year ago I argued the company should be split up, but then Pat Gelsinger returned to Intel with a plan he called IDM 2.0. The vision was compelling: Intel would gain all of the benefits of a split while retaining the advantages of being a single company. The skepticism is about whether or not Intel can actually pull it off. I got a chance to talk to Gelsinger earlier this week about IDM 2.0, the acquisition of Tower Semiconductor, and the choices Intel did not make. As a reminder, the Daily Update Podcast is particularly useful for interviews, even if you are generally a reader. On to the interview: An Interview with Intel CEO Pat Gelsinger stratechery.com

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