Intel, which for decades was a reference in innovation in the semiconductor sector, has been facing difficulties to keep up with the major trends in the market. In an interview with Associated Press, Bill Gates, co -founder of Microsoft, said he was surprised by the decline of the chip giant and questioned his recovery ability.
I am impressed that Intel basically lost its course. Gordon Moore always kept the company at the forefront of technology. Now they are behind both chip design and manufacturing
Bill Gates
The departure of former CEO Pat Gelsinger at the end of 2023 intensified the uncertainties of the company’s future. Gelsinger took command with the mission of recovering Intel, betting on the modernization of manufacturing processes and strengthening chip architecture.
However, the challenges were great, and his sudden departure raised doubts about the viability of this strategy.
Competition and strategic errors
Over the years, Intel has lost space for companies like NVIDIA and Qualcomm, which stand out in the artificial intelligence sector and mobile chips. In addition, TSMC has taken the lead in manufacturing technologies, leaving Intel at a competitive disadvantage.
The company has also failed to capture trends such as AI rise and 5G connectivity advance. While Microsoft has invested heavily in the artificial intelligence sector and became one of the main players in the segment, Intel has not been able to take advantage of this transition efficiently.
The technology sector has a history of companies that have fallen into ostracism for not following the major transitions of the market. Microsoft, for example, suffered from failure in the mobile sector, but has been able to reinvent itself with cloud computing and artificial intelligence. Intel will need to make quick strategic decisions to avoid a similar destination.
Challenges for the Future
Given this scenario, Intel seeks restructuring to remain relevant. Last year, the company announced significant cost cuts and the dismissal of approximately 15,000 employees.
In addition, the postponement of the Clearwater Forest processor to 2026 has generated concern about the company’s ability to quickly innovate.
But even with these challenges, Intel still dominates much of the CPUS market for PCs and Data Centers. However, your ability to compete will depend on the strategic direction of the next CEO. With a revenue of $ 53.1 billion in 2024, the company has resources, but urgently needs to recover its avant -garde position in the industry.
Gelsinger’s departure and the uncertainties about Intel’s future make the scenario challenging. “I expected, for his and the country, that he was successful. I hope Intel recovers, but the situation seems quite difficult right now, ”concluded Gates.
Fonte: Associated Press
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Source: https://www.adrenaline.com.br/intel/bill-gates-entrevista-decadencia-intel/
