An interview with Intel CEO Pat Gelsinger about his IDM 2.0 strategy, partnering with TSMC, the Tower Semiconductor acquisition, and learning from AMD's success
Intel has been one of the companies I have focused on from the very beginning of Stratechery. Tweets: @ntaylor963 Tweets: Nathan Taylor / @ntaylor963 : Ben Thompson interview of Intel CEO Pat Gelsinger ($ link) is excellent and interesting throughout. eg below Gelsinger argues AMD's fabless strategy as originally conceived failed, but then pivoted to jumping on the (Apple driven) success of TSMC. https://stratechery.com/... https://twitter.com/...