Competitive Dynamics in the Semiconductor Industry

A closer look at Intel's fall from grace in the wake of CEO Pat Gelsinger's sudden retirement and with the company facing a fresh round of questions about its future. Topics include: Ben's overview of a 20-year run of paradigm shifts and strategic missteps, Gelsinger's strengths and weaknesses, CHIPS Act funds and a looming inflection point, and the murky path forward for American made chips.

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Gelsinger Out at Intel, What Happened, Ten Years Too Late — Stratechery Update

An Interview with “Father of the iPod” Tony Fadell — Stratechery Interview

An Interview with Intel CEO Pat Gelsinger — Stratechery Interview

Intel Honesty — Stratechery

Intel Concerns, Fubo Blocks Venu — Stratechery Update

Intel Problems — Stratechery

The Intel Opportunity — Stratechery

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