On the evening of December 9, Beijing time, taiwan semiconductor founder Morris Chang stated on Monday that intel should have focused on AI instead of trying to become a contract manufacturer.

At today's autobiography release event, Chang also mentioned that he does not know why former intel CEO Pat Gelsinger chose to leave, but it appears that intel is seeking a new global strategy and a new CEO.

According to reports from last week, Gelsinger was forced to leave intel earlier this month because the intel board of directors concluded that Gelsinger must step down due to his turnaround plan not showing results quickly enough. This year, intel's stock price has plummeted by over 50% and has been removed from the dow jones index.

Gelsinger had worked at intel for 30 years before being forced to leave. In 2021, he returned as CEO with the mission of revitalizing intel's glory. Gelsinger attempted to restore intel's leading position in manufacturing the fastest and smallest computer chips for other companies, a business model known as 'contract manufacturing', which is currently dominated by taiwan semiconductor.

Regarding Gelsinger's sudden departure, Chang said: 'I do not know why Pat resigned. I do not know if his strategy was poor or if the execution was lacking. But compared to AI, he seemed to be more focused on becoming a contract manufacturer. Of course, it seems now that he should have focused on AI.'

Chang also added: 'They currently have neither a new global strategy nor a new CEO. It is difficult to find both.'

As of now, intel has not commented on this matter.

Kissinger's departure is the latest sign of this 56-year-old technology company's fall from grace. Intel once dominated the chip manufacturing industry, but in recent years it has ceded its manufacturing advantages to competitor Taiwan Semiconductor. At the same time, Intel has also missed out on the boom in generative AI, including forgoing investments in ChatGPT owner OpenAI.

According to an October report, Kissinger had high hopes for Intel's manufacturing and AI capabilities, but they did not materialize, either losing contracts, having contracts canceled, or failing to deliver promised products.

For example, Intel had formed a partnership with Taiwan Semiconductor, which would contract manufacture chips for Intel, and insiders said that Taiwan Semiconductor also offered Intel significant discounts. However, Kissinger did not pursue deepening this partnership, instead hoping to restore his company's manufacturing capabilities. In response, Morris Chang described Kissinger as "a bit rude."

Analysts say that Kissinger's sudden departure provides a new opportunity for intel, which is in a difficult situation, to consider potential trade options, including splitting off the chip foundry business or selling it to qualcomm.