Intel(US:INTC) Sou Hu Cai Jing·2026-01-08 07:30Core Viewpoint - The article highlights the significant role of Chinese CEOs in reviving major American chip companies, particularly AMD and Intel, showcasing their leadership and strategic decisions that have led to substantial improvements in these firms' performance [1][3]. Group 1: AMD's Revival - AMD was on the brink of collapse before Dr. Lisa Su took over as CEO, successfully turning the company around and leading it to its current strong position [1]. Group 2: Intel's Transformation - Intel, once a dominant player in the chip industry, faced challenges due to poor leadership decisions and missed opportunities, leading to a decline in its market position [3]. - Following the retirement of former CEO Pat Gelsinger, Chinese CEO Chen Lifeng took over in late 2025, initiating significant reforms [3]. Group 3: Strategic Changes Under Chen Lifeng - Chen Lifeng implemented drastic measures, including laying off 20,000 employees within three months and eliminating unprofitable business units [5]. - Financial restructuring included securing $8.9 billion from the U.S. government for a 9.9% equity stake and attracting investments from Nvidia and SoftBank, totaling $15.9 billion [5]. - Changes in chip manufacturing strategy involved limiting external orders for the 18A process and planning production based on demand rather than blind expansion [7]. Group 4: Market Impact and Future Outlook - As a result of these strategies, Intel's market value increased by 80% in 2025, enhancing its financial resilience [7]. - At CES 2026, Intel launched the Core Ultra series chips based on the 18A process, achieving its goal of mass production of 1.8nm chips [7]. - The article concludes that under Chen Lifeng's leadership, Intel is poised for a revival, reinforcing the influence of Chinese leaders in the semiconductor industry [9].