Taiwan Tech Focused Senior Analyst

Patrick Liao

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/intel-corp" target="_blank" data-smartkarma-citation="entities:16764:1" rel="noopener">Intel Corp (INTC US)</a> has hired Mr. Lip-Bu Tan as the new CEO effective March 18th. He was formerly a board member of Intel before resigning in June 2024.</li>
<li>The A18 technology node marks a new beginning for <a href="https://www.smartkarma.com/entities/intel-corp" target="_blank" data-smartkarma-citation="entities:16764:1" rel="noopener">Intel Corp (INTC US)</a>, which is believed to be the new hope, but we approach it with caution.</li>
<li>
<a href="https://www.smartkarma.com/entities/intel-corp" target="_blank" data-smartkarma-citation="entities:16764:1" rel="noopener">Intel Corp (INTC US)</a> should focus on developing its own technology and also consider using <a href="https://www.smartkarma.com/entities/taiwan-semiconductor-sp-adr" target="_blank" data-smartkarma-citation="entities:8587:1" rel="noopener">Taiwan Semiconductor (TSMC) - ADR (TSM US)</a> as an insurance policy.  </li>
</ul>



Intel Corp (INTC US) has hired Mr. Lip-Bu Tan as the new CEO effective March 18th. He was formerly a board member of Intel before resigning in June 2024.
The A18 technology node marks a new beginning for Intel Corp (INTC US), which is believed to be the new hope, but we approach it with caution.

Intel Corp (INTC US) should focus on developing its own technology and also consider using Taiwan Semiconductor (TSMC) - ADR (TSM US) as an insurance policy.  


Intel (INTC.US): Exploring a Tough Journey. (III)

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<ul>
<li>Lip-Bu Tan, former CEO of Cadence and founding partner at Walden Catalyst Ventures, will become Intel's ninth CEO effective March 18</li>
<li>Mr. Tan is an extremely impressive technology leader, speaker, &amp; influencer with many and varied interests. He is an excellent choice for the most important CEO role in Intel's history</li>
<li>Press releases seem to emphasise Products over Foundry but any decision in this regard will take time so it doesn't appear that Mr. Tan is simply following the board's orders.</li>
</ul>


Lip-Bu Tan, former CEO of Cadence and founding partner at Walden Catalyst Ventures, will become Intel's ninth CEO effective March 18
Mr. Tan is an extremely impressive technology leader, speaker, &amp; influencer with many and varied interests. He is an excellent choice for the most important CEO role in Intel's history
Press releases seem to emphasise Products over Foundry but any decision in this regard will take time so it doesn't appear that Mr. Tan is simply following the board's orders.


Intel Finally Gets A New CEO: Lip-Bu Tan. Now What?

Technology / Semiconductor / Internet Research

Nicolas Baratte

<ul>
<li>The return of Mr. Tan as CEO suggests that spinning off or selling  Intel Foundry will accelerate, Intel’s focus should improve.</li>
<li>It probably also means scaling down considerably Intel manufacturing plans and outsourcing more to TSMC. If you can’t beat them, join them.</li>
<li>Now is not a good time to buy Semiconductor stocks. It will take a couple of years to fix Intel’s problems. TSMC will benefit.</li>
</ul>


The return of Mr. Tan as CEO suggests that spinning off or selling  Intel Foundry will accelerate, Intel’s focus should improve.
It probably also means scaling down considerably Intel manufacturing plans and outsourcing more to TSMC. If you can’t beat them, join them.
Now is not a good time to buy Semiconductor stocks. It will take a couple of years to fix Intel’s problems. TSMC will benefit.


Intel: A Better CEO that Understand that Intel Should Fix Its Own Problems, Not Compete with TSMC

<ul>
<li>Following Broadcom CEO saying “no” and TSMC investing another US$100bn in Arizona, speculations of an Intel takeover have subsided.</li>
<li>On the increase, rumors of further Intel 18A delays and production push out. This means more outsourcing to TSMC for longer as mentioned by Intel’s IR last week.</li>
<li>Now is not a good time to buy Semiconductor stocks, but AMD and TSMC will benefit.</li>
</ul>


Following Broadcom CEO saying “no” and TSMC investing another US$100bn in Arizona, speculations of an Intel takeover have subsided.
On the increase, rumors of further Intel 18A delays and production push out. This means more outsourcing to TSMC for longer as mentioned by Intel’s IR last week.
Now is not a good time to buy Semiconductor stocks, but AMD and TSMC will benefit.


The Intel Drama Goes On. No Buyer It Seems, Who Would? More Wafers Made at TSMC for Longer.

<ul>
<li>On March 1, ex Intel CEO Craig Barrett posted a rebuttal of his former board members opinion piece on the subject of the company’s future</li>
<li>He claims that Intel is back, the company must not be broken up, the board should be fired and Mr. Gelsinger should be rehired to finish the job he started</li>
<li>Meanwhile, Intel has put its Ohio fab on hold until the end of the decade, its German fab on hold for two years, both damning indictments of Mr Gelsinger's strategy</li>
</ul>


On March 1, ex Intel CEO Craig Barrett posted a rebuttal of his former board members opinion piece on the subject of the company’s future
He claims that Intel is back, the company must not be broken up, the board should be fired and Mr. Gelsinger should be rehired to finish the job he started
Meanwhile, Intel has put its Ohio fab on hold until the end of the decade, its German fab on hold for two years, both damning indictments of Mr Gelsinger's strategy


Former CEO Claims Intel Is Back & Says Can We Please Stop Talking About Breaking It Up?

United States

Intel Corporation designs, manufactures, and sells computer components and related products.  The Company's major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products.

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Intel Corp (INTC US)

Intel (INTC.US): Exploring a Tough Journey. (III)

Intel Corp has a new CEO, Mr. Lip-Bu Tan, and is entering a new technology node cautiously, relying on its own technology and Taiwan Semiconductor...

Patrick Liao

Intel Finally Gets A New CEO: Lip-Bu Tan. Now What?

Press releases seem to emphasise Products over Foundry but any decision in this regard will take time so it doesn't appear that Mr. Tan is simply...

William Keating

Intel: A Better CEO that Understand that Intel Should Fix Its Own Problems, Not Compete with TSMC

Mr. Tan's return as CEO of Intel signals a likely acceleration in spinning off Intel Foundry and outsourcing more manufacturing to TSMC, impacting...

Nicolas Baratte

The Intel Drama Goes On. No Buyer It Seems, Who Would? More Wafers Made at TSMC for Longer.

Speculations of Intel takeover subside as TSMC invests in Arizona. Intel production delays lead to more outsourcing to TSMC. Semiconductor stocks...

Nicolas Baratte

Former CEO Claims Intel Is Back & Says Can We Please Stop Talking About Breaking It Up?

Ex Intel CEO claims that Intel is "back", the company must not be broken up, the board should be fired and Mr. Gelsinger should be rehired to...

William Keating

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Intel (INTC.US): Exploring a Tough Journey. (III)

​Intel Corp has a new CEO, Mr. Lip-Bu Tan, and is entering a new technology node cautiously, relying on its own technology and Taiwan Semiconductor...

Patrick Liao

Intel Finally Gets A New CEO: Lip-Bu Tan. Now What?

Press releases seem to emphasise Products over Foundry but any decision in this regard will take time so it doesn't appear that Mr. Tan is simply...

William Keating

Intel: A Better CEO that Understand that Intel Should Fix Its Own Problems, Not Compete with TSMC

​Mr. Tan's return as CEO of Intel signals a likely acceleration in spinning off Intel Foundry and outsourcing more manufacturing to TSMC, impacting...

Nicolas Baratte

The Intel Drama Goes On. No Buyer It Seems, Who Would? More Wafers Made at TSMC for Longer.

​Speculations of Intel takeover subside as TSMC invests in Arizona. Intel production delays lead to more outsourcing to TSMC. Semiconductor stocks...

Nicolas Baratte

Former CEO Claims Intel Is Back & Says Can We Please Stop Talking About Breaking It Up?

Ex Intel CEO claims that Intel is "back", the company must not be broken up, the board should be fired and Mr. Gelsinger should be rehired to...

William Keating

Intel Corp has a new CEO, Mr. Lip-Bu Tan, and is entering a new technology node cautiously, relying on its own technology and Taiwan Semiconductor...

Mr. Tan's return as CEO of Intel signals a likely acceleration in spinning off Intel Foundry and outsourcing more manufacturing to TSMC, impacting...

Speculations of Intel takeover subside as TSMC invests in Arizona. Intel production delays lead to more outsourcing to TSMC. Semiconductor stocks...