Intel(US:INTC) 半导体行业观察·2025-03-21 01:08Core Viewpoint - Intel is undergoing a significant leadership transition in its manufacturing division as Ann Kelleher, a key executive, plans to retire by the end of the year, which coincides with the company's efforts to regain its technological edge and launch a new microprocessor, the 18A, to compete with TSMC [1][2][4]. Group 1: Leadership Changes - Ann Kelleher, who has been with Intel for 29 years, will retire and take on a new role as a strategic advisor for the foundry division [1][2]. - Naga Chandrasekaran, a former Micron executive, has been appointed to manage Intel's factory operations and will succeed Kelleher in her technical development role [1][2]. - Navid Shariari has been named as Kelleher's long-term successor and will coordinate various manufacturing activities within a new organization [1][3]. Group 2: Technological Developments - Intel is preparing to launch the 18A microprocessor, which is crucial for narrowing the technology gap with competitors like TSMC [2][9]. - Kelleher has been overseeing the development of the 18A chip at Intel's Hillsboro research facility, and the company claims the project is progressing well ahead of its first product release [2][9]. - The 18A chip is expected to demonstrate Intel's capability to produce cutting-edge semiconductors and is scheduled for release next year [9][10]. Group 3: Financial and Operational Challenges - Since 2021, Intel's sales have declined by nearly one-third, and the company's stock price has dropped by half this year [7]. - Intel is implementing significant workforce reductions, including cutting 15,000 jobs across the company to save $10 billion in the upcoming year [7][8]. - The company has announced layoffs affecting 1,300 employees in Oregon, marking one of the largest single-round layoffs in the state's history [7][8].