Intel

Leadership changed in 2025 with Lip‑Bu Tan appointed CEO, after an interim period following Pat Gelsinger’s departure. Tan brings strong industry relationships and an EDA and venture background, which could help with ecosystem and customer wins, though media coverage has raised governance questions that deserve monitoring.

The operating team continues to execute on product roadmaps and cost actions, but credibility ultimately hinges on hitting foundry and product milestones with improving gross margins.