基辛格祝福陈立武：希望能完成我未竟的事业

Core Viewpoint - The article discusses the challenges faced by Intel under the leadership of former CEO Pat Gelsinger and the transition to new CEO Lip-Bu Tan, emphasizing the need for external capital and the difficulties of balancing long-term transformation with short-term financial expectations [1][2]. Group 1: Pat Gelsinger's Insights - Pat Gelsinger, who served as Intel's CEO from 2021 until his dismissal in late 2024, aimed to revitalize the company and regain its leadership in technology and products [1]. - Gelsinger highlighted the financial burden of building the next-generation manufacturing network as one of the biggest obstacles for Intel's transformation [1]. - He expressed support for the new CEO Lip-Bu Tan and the board in continuing the IDM 2.0 strategy, which involves Intel being both a vertically integrated chip manufacturer and a contract chip manufacturer [1][2]. Group 2: Challenges and Financial Needs - The decline of Intel's core business has accelerated faster than expected, necessitating external capital to fund the transformation plan [2]. - Gelsinger criticized the short-term focus of financial markets, which conflicts with the long-term nature of Intel's transformation efforts [2]. - He acknowledged the difficulty of executing a multi-year strategic shift while meeting quarterly financial expectations, a challenge that Lip-Bu Tan will face in the coming quarters [2]. Group 3: Lip-Bu Tan's Vision - Lip-Bu Tan, the new CEO, has stated that Intel's Integrated Device Manufacturing (IFS) will not be spun off, countering rumors of a business split [4][6]. - Tan emphasized that the company is undergoing a significant transformation, which he described as one of the most critical moments in Intel's history [6]. - He aims for IFS to lead in the semiconductor industry and is focused on launching the 18A chip manufacturing process to compete with TSMC [6].