国芯网·2025-08-07 14:03Core Viewpoint - The article discusses the challenges faced by Intel, particularly under the leadership of its new CEO, Pat Gelsinger, and highlights the company's need to innovate and adapt to market changes to regain its competitive edge in the semiconductor industry [4]. Group 1: Leadership Changes - Intel's current CEO, Pat Gelsinger, took office in March 2024 after a period of internal conflict with the previous CEO [4]. - Gelsinger has over 20 years of experience in the semiconductor and software sectors, having previously led Cadence, where he significantly increased revenue and stock price [4]. - In his first public address, Gelsinger acknowledged that Intel has fallen behind competitors in innovation and market responsiveness, emphasizing the need to attract engineering talent and streamline operations [4]. Group 2: Market Performance - Intel's stock price has been on a downward trend, dropping 60% last year, while competitor Nvidia's stock surged by 171% [5]. - Intel was removed from the Dow Jones Industrial Average in November, with Nvidia taking its place, marking a significant shift in market dynamics [5]. - Despite fluctuations, Intel's stock has remained relatively stable this year, contrasting with Nvidia's rise to become the first company with a market capitalization exceeding $4 trillion [5].