Dana Blankenhorn: Facing the Future • 19 implied HN points • 31 Oct 24
- Intel's CEO Pat Gelsinger is losing Wall Street's trust, and there are calls for a big change in leadership. Many believe he should be replaced to help the company recover.
- The company might benefit from splitting up its different parts and selling them off, especially Mobileye and its design division. This could help bring in cash and new management.
- Intel needs strong leadership that can deliver on promises, especially for national security reasons. A partnership with a successful company like Taiwan Semiconductor could be a step in the right direction.