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1. foundry stagnation

after intel broke through the 14nm node in 2014, it stopped moving forward and called it "14nm+, 14n++". this is reminiscent of the label "toothpaste factory". although intel has developed its own chip manufacturing system, it has never been able to escape the competitive pressure of the market.

2. ceo changes and strategic shifts

during bob swan’s tenure as ceo, intel gave up the research and development of 5g baseband chips. this directly affected the development of the mobile phone industry and led to intel's poor performance in the mobile phone market. what’s even more surprising is that apple officially announced that it would abandon intel processors and switch to arm-based chips. in june 2020, apple officially released the m1 chip and plans to complete the replacement of all x86 architecture chips by 2023.

3. founder’s model and company spin-off strategy

founders in silicon valley have sparked a discussion about the “founder model.” they realize that a hands-on leadership model of the company is key to driving growth. paul graham proposed the "founder model". he believed that hands-on founders are more conducive to the development of the company than professional managers. this triggered the thinking of silicon valley investment godfathers and y combinator co-founders.

4. intel’s fate and future

gerstner believes that for intel, the "founder's model" does not mean looking for the return of the older generation of founders, but a return to the company's sense of purpose, market acumen and the control of the helm's voice.

intel has always been a "giant" in the technology world, but in the face of the changing market environment, they need to rethink their strategic positioning and development direction and make corresponding changes.