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  • How much is the CEO worth?

  • In the case of until $15 billion?

  • That's how much the Chip Giant's market cap increase when it said it was jettisoning Bob Swan on Wednesday.

  • The semiconductor company has squandered its huge manufacturing advantage over the past five years, and the hope is incoming boss Pat Gal Singer can regain the company's edge.

  • The mental has been dogged by manufacturing problems.

  • Processors promised in 2015 didn't roll out until 2019 and the next generations running late.

  • These delays air a huge problem, allying rivals like AM D to take market share and encouraging customers like Apple to design their own chips and have them made by specialist firms like Taiwan Semiconductor Manufacturing Corporation.

  • While swans backgrounds in finance, Gelsinger's is an engineering.

  • He's a bit of the prodigal son returning.

  • He spent 30 years of Intel.

  • I moved the company's first chief technology officer.

  • But success is hardly assured.

  • Taiwan Sammy's going in for the kill.

  • Taking advantage of Intel's problems, announced on Thursday, it's boosting capital expenditure over 50% up to $20 billion this year.

  • Meanwhile, activist Dan Loeb's third point is pushing Intel to study measures such a splitting off manufacturing from design.

  • But perhaps Gil Singer can inject some needed speed and paranoia at Intel.

How much is the CEO worth?

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Breakingviews TV: Intel

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    林宜悉 posted on 2021/01/15
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