- Intel’s ousting of CEO Pat Gelsinger undermines its turnaround, raising concerns about its ability to achieve IDM 2.0 and secure a competitive Western semiconductor manufacturing position.
- Intel Foundry Services is now an independent subsidiary. Selling it to the U.S. government may ensure its strategic growth and reduce vulnerability to China.
- Intel’s current valuation and managerial uncertainty make it a Hold. Without significant structural changes, the company will continue to lag AMD and Nvidia, potentially sinking Intel Foundry Services with it.
Amid the recent ousting of Pat Gelsinger, Intel Corporation (NASDAQ:INTC) is looking more vulnerable than ever. A board that brought Gelsinger in to reinvigorate the company has ousted the very same hope of long-term success only four years later.
Oliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient management and lasting competitive advantages. A trusted voice in financial analysis, Rodzianko’s insights are frequently highlighted as ‘Must Reads’ on Seeking Alpha, syndicated to Forbes via GuruFocus, and published on TipRanks. He seeks value-driven growth investments offering reliable and ethical returns, combining traditional fundamental analysis with modern proprietary tools.
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