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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-12-06
- Length: 46m
- Episode: 96
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-12-06-episode-96-the-state-of-intel-post-pat-g-product-roadmap-focus-foundries-strateg
- Listen: https://share.transistor.fm/s/f5a5dbcc

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2024-12-06-episode-96-the-state-of-intel-post-pat-g-product-roadmap-focus-foundries-strateg#t=6) Introduction: Pat Gelsinger's Retirement
- [4:36](https://hardwarepodcasts.com/podcast/the-circuit/2024-12-06-episode-96-the-state-of-intel-post-pat-g-product-roadmap-focus-foundries-strateg#t=276) Analysis of Intel's Leadership Transition
- [12:29](https://hardwarepodcasts.com/podcast/the-circuit/2024-12-06-episode-96-the-state-of-intel-post-pat-g-product-roadmap-focus-foundries-strateg#t=749) Strategic Implications: Product vs. Foundry
- [18:33](https://hardwarepodcasts.com/podcast/the-circuit/2024-12-06-episode-96-the-state-of-intel-post-pat-g-product-roadmap-focus-foundries-strateg#t=1113) Intel's AI Strategy and CPU Focus
- [29:19](https://hardwarepodcasts.com/podcast/the-circuit/2024-12-06-episode-96-the-state-of-intel-post-pat-g-product-roadmap-focus-foundries-strateg#t=1759) The Case for Splitting Intel
- [39:23](https://hardwarepodcasts.com/podcast/the-circuit/2024-12-06-episode-96-the-state-of-intel-post-pat-g-product-roadmap-focus-foundries-strateg#t=2363) TSMC Monopoly and Wafer Pricing Risks
- [42:42](https://hardwarepodcasts.com/podcast/the-circuit/2024-12-06-episode-96-the-state-of-intel-post-pat-g-product-roadmap-focus-foundries-strateg#t=2562) Conclusion: Intel's Future and Industry Outlook

## Topics

- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)
- [Leadership, teams & culture](https://hardwarepodcasts.com/topic/leadership-and-culture)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)

## Most relevant to

large enterprises

## Mentioned

- Intel (company)
- Pat Gelsinger (other)
- TSMC (company)
- Samsung (company)
- NVIDIA (company)
- AMD (company)
- Qualcomm (company)
- Apple (company)
- 18A (product)
- 14A (product)
- Panther Lake (product)
- Lunar Lake (product)
- Falcon Shores (product)
- Gaudi (product)
- Chips Act (other)
- MJ Henshaw (other)
- Dave Zinsner (other)
- Ben Thompson (other)
- Bob Swan (other)
- Sanjay Jha (other)
- MediaTek (company)

## Related episodes from other shows

- [Intel after Gelsinger](https://hardwarepodcasts.com/podcast/oxide-and-friends/2024-12-05-intel-after-gelsinger) (Oxide and Friends)
- [Lip-Bu Tan's Intel](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-03-21-lip-bu-tans-intel) (Oxide and Friends)
- [Managing in a Pandemic | Intel: Meet The New Boss | Arm @ 30](https://hardwarepodcasts.com/podcast/ee-times-current/2021-01-22-managing-in-a-pandemic-intel-meet-the-new-boss-arm-30) (EE Times Current)
- [Headline: Intel Throws a Curveball | The Book on Gallium Nitride](https://hardwarepodcasts.com/podcast/ee-times-current/2021-03-26-headline-intel-throws-a-curveball-the-book-on-gallium-nitride) (EE Times Current)
- [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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