Intel: New CEO, Same Old Game Plan
- Intel appoints Lip-Bu Tan as CEO, continuing Gelsinger's foundry strategy, which I believe is doomed to fail and a red flag for investors.
- Intel's x86 architecture struggles with power efficiency compared to ARM, and the foundry strategy aims to mitigate this disadvantage.
https://seekingalpha.com/article/4771329-intel-new-ceo-same-old-game-plan