AI Boom Gives Intel an Opportunity to Rebound
When Lip-Bu Tan stepped into Intel’s top leadership role in March 2025, he inherited a company facing one of the most difficult periods in its history. Once the dominant force in semiconductors, Intel had spent years losing momentum as rivals gained strength in key markets and the global chip landscape shifted dramatically. Competitors such as Qualcomm, Nvidia, and AMD had eroded Intel’s long-standing advantage, while Taiwan’s TSMC established an overwhelming lead in advanced chip production, manufacturing 90% of the world’s most sophisticated processors. As a result, Intel’s own manufacturing division found itself struggling to remain competitive. Tan acknowledged the scale of the challenge soon after taking charge. Speaking during an…