BROADCASTS.com

b'

Intel\\u2019s future would be a disaster without Pat Gelsinger. Even with his clear vision, fantastic leadership, deep technical and business acumen and amazing positivity, the company\\u2019s future is in serious jeopardy. It\\u2019s the same story we\\u2019ve been telling for years. Volume is king in the semiconductor industry and Intel no longer is the volume leader. Despite Intel\\u2019s efforts to change that dynamic with several recent moves, including making another go at its foundry business, the company is years away from reversing its lagging position relative to today\\u2019s leading foundries and design shops. Intel\\u2019s best chance to survive as a leader in our view will come from a combination of a massive market, continued supply constraints, government money and luck \\u2013 perhaps in the form of a deal with Apple in the mid- to long term.\\xa0

In this Breaking Analysis we\\u2019ll update you on our latest assessment of Intel\\u2019s competitive position and unpack nuggets from the company\\u2019s February investor conference.