Hardware Podcasts

Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value

The Circuit · 6 Dec 2024 · 46m · Episode 96

What this episode covers

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.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Intel, TSMC, Samsung, NVIDIA, AMD, Qualcomm, Apple, MediaTek
Products
18A, 14A, Panther Lake, Lunar Lake, Falcon Shores, Gaudi
Also
Pat Gelsinger, Chips Act, MJ Henshaw, Dave Zinsner, Ben Thompson, Bob Swan, Sanjay Jha

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