Industry Expert Blogs

It took 50 years for Intel to be run by an accountant and those 50 years have seen its fortunes rise and fall like a yo-yo.

Now, despite it being the No.1 chip company with annual revenues topping $75 billion at a gross margin of 50%+, it is seen as falling.

It is seen that way because its process technology has fallen behind TSMC’s.

So, to Daniel Loeb, an activist investor said to have a near $1bn stake in Intel, the answer is simple – give up manufacturing.