Group 1 - Intel's new CEO, Pat Gelsinger, is considering significant reforms to its foundry business, focusing on the 14A process to attract major clients like Apple and Nvidia [1] - Intel's 18A process is facing challenges in attracting new customers, leading to a potential shift in resource allocation towards the more competitive 14A process [1] - A decision to halt the promotion of the 18A process could result in asset impairments ranging from hundreds of millions to tens of billions of dollars [1] Group 2 - Morgan Stanley stated that the short-term impact of Intel's potential changes is minimal, maintaining a "hold" rating on Intel's stock with a target price of $23 [1] - Analysts believe that the ambitions for the 18A process have already been scaled back, and any potential write-downs would be small [2] - Despite recent challenges, Intel still holds a significant market share in the client and server CPU markets, although the market is seeking faster solutions [2]