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Tan Has a ~Year to Fish or Cut Bait

fansink

fansink

Well-known member
Intel’s New CEO Reportedly Has A Year For Turnaround With Buyout Deals Off the Table – Retail Backs Him, But Not the Stock
Instead of selling the entirety or parts of its business, Intel is reportedly exploring outside financial backers, including customers interested in taking a stake in its manufacturing unit.

Intel’s stock climbed over 1% in pre-market trading Friday, extending Thursday’s near-15% rally after the company named Lip-Bu Tan its new CEO. The appointment ends over three months of leadership uncertainty following Pat Gelsinger’s forced retirement in December.

newsable.asianetnews.com

Intel’s New CEO Reportedly Has A Year For Turnaround With Buyout Deals Off the Table – Retail Backs Him, But Not the Stock

Instead of selling the entirety or parts of its business, Intel is reportedly exploring outside financial backers, including customers interested in taking a stake in its manufacturing unit.
newsable.asianetnews.com newsable.asianetnews.com
 
Says who? Sources close to the matter? People who know people who know? A Ouija Board? Or just a naked guess?

1741976299739.png
 
Daniel Nenni said:
Says who? Sources close to the matter? People who know people who know? A Ouija Board? Or just a naked guess?

View attachment 2878
Click to expand...

I understood unsubstantiated rumors were not only allowed, but were encouraged.

For over a month, unsubstantiated rumors regarding TSMC's cooperation with Intel have been all the rage here at SemiWiki, with ALL the Staff repeatedly chiming in with their Ouija Board statements.
 
fansink said:
I understood unsubstantiated rumors were not only allowed, but were encouraged.

For over a month, unsubstantiated rumors regarding TSMC's cooperation with Intel have been all the rage here at SemiWiki, with ALL the Staff repeatedly chiming in with their Ouija Board statements.
Click to expand...

On SemiWiki, of course, we are a forum for discussion of facts and fiction. I was referring to the original article. Unless I missed something in the barrage of disturbing advertisements.
 
Daniel Nenni said:
On SemiWiki, of course, we are a forum for discussion of facts and fiction. I was referring to the original article. Unless I missed something in the barrage of disturbing advertisements.
Click to expand...

Possible Ouija Board source.

John Miley (Senior Associate Editor at The Kiplinger Letter)

"Tan has likely no more than a year to turn the company around, said people close to the company."

How he may tackle the challenge: "by cutting expenses, moving quickly and trying to turn Intel back into an engineering-first company."

https://twitter.com/x/status/1900569030445969896
 
Additional Web Sources and Notes:

• Fortune (March 13, 2025)
“Intel found someone brave enough to be its new CEO—but is Lip-Bu Tan a change maker or more of the same?”

Notes Tan faces “a hell of a challenge” with “no time to waste,” citing Intel’s $19.2 billion loss in 2024. Analyst Kevin Krewell suggests urgency: “He doesn’t have the luxury of three years like Gelsinger did,” implying a tight timeline closer to one year.

• Reuters (March 13, 2025)
“Intel jumps nearly 15% as investors cheer appointment of new CEO Tan”

Quotes analyst Dan Morgan: “He may not have the time that the previous CEO had” to reboot Intel’s AI, CPU, and foundry efforts, hinting at a shorter leash—12–18 months—than Gelsinger’s four years.

• SiliconANGLE (March 12, 2025)
“Intel finally gets a new CEO: industry veteran Lip-Bu Tan”

Analyst Patrick Moorhead estimates “a turnaround will still take one to two years,” offering a broader range than the one-year claim, suggesting Tan might get more time if progress is steady.

• Ars Technica (March 13, 2025)
“New Intel CEO Lip-Bu Tan will pick up where Pat Gelsinger left off”

Highlights pressure from CHIPS Act funds ($8 billion) and Ohio fab delays (to 2030), implying a narrow window—possibly a year—to show results before funding dynamics shift.


 
I have no doubt Mr Tan will make big success at Intel.

Why? Take a look at Morris Chang, Jensen Huang, Lisa Su.... and Lip-Pu Tan. What's the one thing they have in common? Long time immigrant Chinese American in chips business! :)
 
Jert said:
I have no doubt Mr Tan will make big success at Intel.

Why? Take a look at Morris Chang, Jensen Huang, Lisa Su.... and Lip-Pu Tan. What's the one thing they have in common? Long time immigrant Chinese American in chips business! :)
Click to expand...
You forgot Matthew Murphy at Marvell. Oh, wait....
 
Jert said:
I have no doubt Mr Tan will make big success at Intel.

Why? Take a look at Morris Chang, Jensen Huang, Lisa Su.... and Lip-Pu Tan. What's the one thing they have in common? Long time immigrant Chinese American in chips business! :)
Click to expand...

How about Hock Tan of Broadcom?
 
fansink said:
Possible Ouija Board source.

John Miley (Senior Associate Editor at The Kiplinger Letter)
"Tan has likely no more than a year to turn the company around, said people close to the company."
How he may tackle the challenge: "by cutting expenses, moving quickly and trying to turn Intel back into an engineering-first company."

https://twitter.com/x/status/1900569030445969896
Click to expand...

Ridiculous. Lip-Bu Tan joined Cadence Design Systems in 2004 as a member of the Board of Directors. He took the CEO job in 2009 and left in 2021 yet still serves on the board. He joined the Intel board in 2022 and left in August of 2024, Pat Gelsinger left on December 1st 2024. Lip-Bu worked with Intel while at Cadence and served on their board, he knows what he is doing and this is not a 1 year assignment. He is buying $25M in stock for crying out loud.

Why do these idiot journalists want Intel to fail so badly?
 
Daniel Nenni said:
Ridiculous. Lip-Bu Tan joined Cadence Design Systems in 2004 as a member of the Board of Directors. He took the CEO job in 2009 and left in 2021 yet still serves on the board. He joined the Intel board in 2022 and left in August of 2024, Pat Gelsinger left on December 1st 2024. Lip-Bu worked with Intel while at Cadence and served on their board, he knows what he is doing and this is not a 1 year assignment. He is buying $25M in stock for crying out loud.

Why do these idiot journalists want Intel to fail so badly?
Click to expand...
IMO, because it makes the stories more exciting to their non-expert and uneducated audiences to read a story about the mighty falling, and the short projected timeframe to success or failure builds intrigue. Understanding what's really going on with Intel takes considerable knowledge of the semiconductor industry, and as we know that is a rare knowledge base among journalists and the general population. Even among journalists who claim to have the knowledge.
 
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