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Intel Problems


Author: @benthompson

Vertical: Semiconductor

Organizations: AMD, Intel, Microsoft, NVIDIA, TSMC

The misplaced optimism is twofold: first there is the fact that eight years later Intel has again appointed a new CEO (Pat Gelsinger), not to replace the one I was writing about (Brian Krzanich), but rather his successor (Bob Swan). Clearly the opportunity was not seized. What is more concerning is that the question is no longer about seizing an opportunity but about survival, and it is the United States that has the most to lose.

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