Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value
Ben Bajarin and Jay Goldberg discuss the abrupt retirement of Intel CEO Pat Gelsinger and the subsequent leadership transition to co-CEOs MJ Henshaw and Dave Zinsner. They analyze Intel's strategic pivot, debating whether the company will prioritize product execution over its foundry ambitions or split the business entirely. The hosts also examine the broader industry implications, specifically the risk of TSMC becoming a true monopoly and the potential for wafer pricing to skyrocket without competitive pressure from Intel Foundry.