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29min chapter
Gelsinger Out at Intel, 20 Years of Structural Challenges and Strategic Blindspots, The Board and What’s Next
Sharp Tech with Ben Thompson
NVIDIA vs. Intel: The Semiconductor Struggle
This chapter explores the historical challenges faced by NVIDIA and Intel in the semiconductor industry, detailing NVIDIA's strategic investments and Intel's decline due to mobile technology shifts. It critically analyzes Intel's management decisions and cultural arrogance compared to TSMC's customer-focused approach, raising questions about Intel's future competitiveness. The discussion also covers recent leadership challenges at Intel, including the impact of the Chips Act and the company's strategic missteps amidst evolving market dynamics.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode