# Episode 86: Intel's Inflection Point?  Analyzing the Intel Plan.

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-09-23
- Length: 47m
- Episode: 86
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-09-23-episode-86-intels-inflection-point-analyzing-the-intel-plan
- Listen: https://share.transistor.fm/s/e4b59757

## Summary

Ben Bajarin and Jay Goldberg analyze Intel's strategic inflection point, focusing on the company's response to activist investor pressure and the recent board meeting. They discuss the 'spin-in' of Intel Foundry, the significance of Amazon as a customer for the 18A process node, and the implications of Qualcomm's rumored interest in acquiring Intel. The hosts also explore hypothetical merger scenarios involving Qualcomm and Broadcom, while assessing the shrinking market for general-purpose CPUs in the era of AI accelerators.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2024-09-23-episode-86-intels-inflection-point-analyzing-the-intel-plan#t=6) Intel Board Dynamics and Activist Pressure
- [8:51](https://hardwarepodcasts.com/podcast/the-circuit/2024-09-23-episode-86-intels-inflection-point-analyzing-the-intel-plan#t=531) Intel Foundry Spin-in and Customer Strategy
- [16:41](https://hardwarepodcasts.com/podcast/the-circuit/2024-09-23-episode-86-intels-inflection-point-analyzing-the-intel-plan#t=1001) 18A Process Node and TSMC Competition
- [22:50](https://hardwarepodcasts.com/podcast/the-circuit/2024-09-23-episode-86-intels-inflection-point-analyzing-the-intel-plan#t=1370) Qualcomm Merger Rumors and Revlon Duties
- [28:53](https://hardwarepodcasts.com/podcast/the-circuit/2024-09-23-episode-86-intels-inflection-point-analyzing-the-intel-plan#t=1733) Hypothetical Qualcomm and Broadcom Acquisitions
- [40:24](https://hardwarepodcasts.com/podcast/the-circuit/2024-09-23-episode-86-intels-inflection-point-analyzing-the-intel-plan#t=2424) Ampere Computing and the Future of CPUs

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)

## Most relevant to

large enterprises

## Mentioned

- Intel (company)
- Amazon (company)
- Microsoft (company)
- Qualcomm (company)
- Broadcom (company)
- TSMC (company)
- Ampere Computing (company)
- 18A (product)
- 14A (product)
- Panther Lake (product)
- Lunar Lake (product)
- Zion (product)

## Related episodes from other shows

- [EE Times Weekly Briefing: Friday, February 1, 2019](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-02-ee-times-weekly-briefing-friday-february-1-2019) (EE Times Current)
- [Interview: AMD CTO Papermaster | Interview: Imagination CEO Black | Where to Invest in 2020](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in) (EE Times Current)
- [Season 5 of Moore's Lobby is Coming Soon](https://hardwarepodcasts.com/podcast/moores-lobby/2022-09-06-season-5-of-moores-lobby-is-coming-soon) (Moore's Lobby)
- [Lip-Bu Tan's Intel](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-03-21-lip-bu-tans-intel) (Oxide and Friends)
- [Whither Semiconductors? The Wheels on the Bus Go ‘Round and ‘Round](https://hardwarepodcasts.com/podcast/ee-times-current/2021-07-16-whither-semiconductors-the-wheels-on-the-bus-go-round-and-round) (EE Times Current)

## Citing this page

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