No. 1 contributor to the establishment of USB and WiFi standards
Recapture of share lost to AMD, etc.
Attention to changes in new GPU consignment production policy
Prospects to benefit from foundries such as Samsung and TSMC
Intel has replaced the CEO. Pat Gelsinger was elected as the new head. A person who has led the development of Intel’s advanced semiconductor technology for 30 years has returned to the head of the company through EMC and VMware. In the face of the recent decline in product competitiveness, Intel is expected to improve its constitution. In addition, domestic industry interest is drawing on whether the change in outsourcing production strategy for Intel’s new graphics chipset (GPU) will affect the Samsung Electronics foundry business.
Intel announced on the 13th (local time) that it has appointed VMware CEO Pat Gelsinger as the new head of Intel. CEO Bob Swan, formerly Intel’s Chief Financial Officer (CFO), will resign in about two years starting on the 15th of next month.
Intel said, “At the critical technological inflection point Intel faced, we decided that Pat Gelsinger, who led the technological innovation in the past with a deep understanding of Intel, was suitable as the next CEO.” “Central processing unit (CPU) change and XPU architecture leadership We will continue.”
Pat Gelsinger is evaluated as a prominent figure within Intel. He joined Intel in 1979 and worked on technology development projects under Intel’s founding trio, including Gordon Moore, Andy Grove, and Robert Noyce, who created Moore’s Law.
He studied various technologies, including the current Intel core and Xeon processors. In addition, Intel played a big role in leading the establishment of USB and Wi-Fi standards that are commonly used in the global IT market. In recognition of this, he served as Intel’s first Chief Technology Officer (CTO) in 2001, and in 2009 as Senior Vice President of Intel.
When Paul Otellini took over as Intel’s CEO in 2009, Pat Gelsinger was mentioned as the leading Intel’s next CEO candidate, but Sean Maloney left Intel when he was elected. Since then, he has accumulated careers as president and CEO of cloud computing companies such as EMC and VMware.
With Pat Gelsinger’s return to Intel this time, there will be a number of changes within the company.
In particular, the fact that the CEO who used to be in charge of finance has appointed a technical engineer with a lot of strength is significant. Intel, the’chip giant’, which accounts for more than 90% of the global server CPU market, is facing various crisis theories recently.
The emergence of emerging CPU powerhouses, such as AMD, is eroding the market share, and major IT companies such as Apple and Microsoft announced their separation from Intel and developed their own chips. to be.
Intel is also a company that led the creation of an extreme ultraviolet (EUV) technology ecosystem, which is attracting attention as a state-of-the-art process technology. However, in recent years, foundry companies such as Samsung Electronics and Taiwanese TSMC are taking the leadership in EUV technology below 10 nanometers (nm). This has led to an ironic situation in which Intel, which has secured huge production lines all over the United States, is pushing for outsourcing production.
Therefore, the observation that Intel’s sudden change of CEO is the number of battles to recover’technology leadership’ is dominant. The industry predicts that Intel will focus its efforts on regaining its market position by bringing in the technology engineers who once oversaw the company’s cutting-edge technology development.
In addition, the domestic industry is paying attention to what changes will occur in Intel’s consignment production (foundry) strategy. Intel plans to specifically announce its graphics processing unit (GPU) chipset foundry production plan while announcing its 4Q 2020 results next week. Intel has already announced a plan to entrust some of the next-generation GPU’Xe HPG’ and server product’Xe HPC Ponte Vecchio’ to a foundry company. With Samsung Electronics and TSMC being selected as promising candidates, attention is being paid to the impact of CEO replacement.
Doh Hyun-woo, a researcher at NH Investment & Securities, said, “Starting with outsourcing production, the pace of improvement in Intel’s constitution will accelerate,” and said, “It will benefit the foundry industry such as Samsung Electronics and TSMC.”
Reporter Haeryeong Kang [email protected]