Intel's Turbulent Transition

This chapter explores the decline of Intel since Pat Gelsinger took over as CEO in 2021, emphasizing the company's falling stock value and layoffs. It analyzes Intel's historical failures, particularly in adapting to emerging technologies, alongside Gelsinger's ambitious restructuring plans and the challenges posed by the CHIPS Act. The discussion also highlights geopolitical tensions and the semiconductor industry's dynamics, focusing on Intel's competitors and the importance of supply chain resilience amidst changing government policies.