媒体报道，即将上任 $Intel (INTC.US)$ CEO的陈立武正考虑对该公司芯片制造方法和人工智能战略进行重大调整，以重振这家陷入困境的科技巨头。

Two sources familiar with Chen Lifeng's thoughts disclosed to the media that before he officially returns to Intel on Tuesday, he is already developing a comprehensive reform plan, which includes restructuring Intel's layout in the AI field and laying off some employees to address what he views as bloated and inefficient middle management.

In addition, informed sources told the media that adjustments to Intel's manufacturing business will be one of Chen Lifang's core priorities, a department that used to focus on producing chips for Intel itself, but now also manufactures Semiconductors for external clients.$NVIDIA (NVDA.US)$These plans are still in the process of being formulated and may be adjusted.

Driven by this news, $Intel (INTC.US)$ The stock price rose more than 6.8% on Monday, closing at 25.69 USD, with an increase of over 24% in the past three days.

Sources told the media that at the all-hands meeting after being appointed CEO last week, Chen Lifeng informed employees that the company needs to make "difficult decisions."

Semiconductor industry expert Dylan Patel told the media that one of the major issues with former Intel CEO Pat Gelsinger was that he was "too lenient," pointing out that "he was unwilling to make large-scale layoffs of middle management according to Intel's needs."

Analysis suggests that over the past decade, Intel has undergone three CEO's poor decisions, including the failure to successfully enter the smart phone chip market and missing out on the explosive growth of AI Chip demand, ultimately allowing Arm and NVIDIA to dominate these fields. In 2024, Intel reported an annual loss of 19 billion USD, marking its first annual loss since 1986.

Improve the foundry business and restart AI server chip production.

65-year-old Chen Liwu was previously the CEO of the chip design software company Cadence and is also a seasoned technology investor. He was a member of the Intel Board of Directors but resigned last August.

After returning to Intel, in the short term, Chen Liwu's goal is to improve the Operation of Intel's foundry business, which is currently.$Microsoft (MSFT.US)$and$Amazon (AMZN.US)$Wait for the company to produce chips. The strategy includes actively attracting new customers to improve business performance.

Additionally, Intel plans to restart production plans for AI server chips and expand into areas such as Software, Siasun Robot&Automation, and AI foundational models.

An Intel spokesperson stated in a release:

“Chen Liwu will spend a significant amount of time listening to the opinions of customers, partners, and employees after taking office and will work closely with our leadership team to lay the foundation for future success.”

Media reports suggest that, for now, Chen Liwu's strategy somewhat continues Gelsinger's direction, but with key adjustments.

Gelsinger once attempted to transform Intel into the world's top chip foundry, with competitors being$Taiwan Semiconductor (TSM.US)$. Gelsinger once promised to invest hundreds of billions of dollars to build factories in the USA and Europe, simultaneously producing Intel's own chips and those for external clients. However, due to a cooling market for Intel's core products, he had to scale back these plans.

Feeling frustrated with Intel's corporate culture.

Two informants told the media that Chen Liwu has been internally criticizing Gelsinger's decisions.

In Intel's history, the company has almost exclusively manufactured chips for itself. After Gelsinger took office in 2021, chip manufacturing was opened to external parties, but he failed to reach Taiwan Semiconductor's standards in customer service and technical support, resulting in delivery delays and product testing failures, some former executives revealed to the media.

By the end of 2023, Intel's Board of Directors appointed Chen Liwu as a special supervisor for the manufacturing business. In this role, he thoroughly reviewed Intel's manufacturing processes and expressed frustration with Intel's corporate culture internally, stating that the company has lost the spirit of 'only the paranoid survive' advocated by former CEO Andy Grove.

Informed sources told the media that Chen Liwu believes the decision-making efficiency at Intel is slowed down by its bloated organizational structure. Last year, he submitted several reform proposals to Intel's Board of Directors, but the board refused to implement them, and then he suddenly resigned in August of last year.

After returning to the position of Intel CEO this week, Chen Liwu will re-examine Intel's employee structure. As of the end of last year, Intel's global workforce had decreased from approximately 0.124 million to 0.109 million, resulting in layoffs of about 0.015 million employees.

Improve foundry quality, fully bet on AI.

Despite plans for personnel reduction, restoring the competitiveness of Intel's existing manufacturing Business remains a priority for Chen Liwu in the short term.

Intel's next-generation high-end AI Chip, Panther Lake, will rely on its new generation "18A" chip process. The success of this product is directly related to Intel's financial performance this year.

In an internal memo released by Intel, Chen Liwu hinted that he will continue to oversee Intel's manufacturing Business, ensuring that this department remains financially and operationally independent, and restore Intel's position as a "world-class foundry."

Industry Analysts and Intel executives told the media that the success of Intel's foundry Business hinges on whether it can attract at least two large customers to ensure high-volume Orders. To attract these clients, Intel needs to improve its chip manufacturing processes to better suit potential customers like NVIDIA and Google.

Media reports that Intel recently showcased improvements in its manufacturing process, attracting NVIDIA and $Broadcom (AVGO.US)$conducting preliminary testing production. In addition, $Advanced Micro Devices (AMD.US)$ Also evaluating Intel's manufacturing process.

Chen Liwu's goal is to improve the 'yield rate', which means producing more qualified chips on each silicon wafer, in order to increase shipment volume when mass production of the first '18A' process chip begins in 2025.

Intel hopes to launch a new generation of AI Chips every year, similar to NVIDIA, but this may take several years. According to three industry insiders and a person familiar with Intel's progress, Intel may not be able to develop a truly competitive AI chip architecture until 2027.

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