Breaking Analysis: Intel... Too Strategic to Fail

Intel’s big announcement this week underscores the threat that the United States faces from China. The U.S. needs to lead in semiconductor design and manufacturing; and that lead is slipping because Intel has been fumbling the ball over the past several years. A mere two months into the job, new CEO Pat Gelsinger wasted no time in setting a new course for perhaps the most strategically important American technology company. We believe that Gelsinger has only shown us part of his plan. This is the beginning of a long and complex journey. Despite Gelisnger’s clear vision, deep understanding of technology and execution ethos, in order to regain its number one position, Intel will need help from partners, competitors and very importantly, the U.S. government.

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