Part 6/9:
TSMC, while ahead in advanced technologies, has hinted at potentially sharing expertise with Intel to uplift the performance of its fabs in the U.S. If such partnerships come to fruition, Intel could leverage significant improvements in production while possibly alleviating margin pressures in their foundry business.
Leadership Changes on the Horizon
Another factor weighing on investors' minds is the uncertainty surrounding Intel’s CEO position. The recent changes in the leadership structure at Global Foundries have sparked speculation about possible candidates to fill Intel’s own CEO vacancy. Industry analysts indicate that the company must act to secure leadership experienced in semiconductors if it aims to rebound effectively from its previous setbacks.