Part 4/7:
Reflecting on Intel's journey, it's evident there have been numerous missteps over the years, from neglecting the arms race for mobile processors to the company's reluctance to engage with emerging markets like IoT and AI. Many analysts, including Ben Thompson, point to critical mistakes that paved the way for Apple's shift to ARM for its devices, as Intel failed to deliver efficient CPUs that supported the evolving needs of users and developers.
Gelsinger's tenure was defined by attempts to modernize Intel's extensive manufacturing process and innovate product offerings. However, it seemed Intel was frequently outpaced by competitors, and the board’s impatience for results created a challenging environment wherein sustained innovation became increasingly difficult.