Intel should have prioritized artificial intelligence over its efforts to become a contract chipmaker, according to Morris Chang, founder of Taiwan Semiconductor Manufacturing Co (TSMC). Speaking at an event launching his autobiography, Chang reflected on the recent resignation of Intel's CEO, Pat Gelsinger, suggesting that a focus on AI might have been a more effective strategy for the struggling company.
Gelsinger departed earlier this month amid concerns from Intel's board about the slow progress and high costs associated with his plan to reclaim Intel's position as a leader in advanced chip manufacturing. This strategy aimed to compete with TSMC’s dominant foundry business, which produces chips for other companies. Chang remarked, "I don't know if his strategy was bad or if he didn't execute it well... But compared with AI, he seemed to focus more on becoming a foundry. Of course, now it seems that he should have focused on AI."
Chang also highlighted the challenges Intel faces, noting the difficulty of finding both a new strategy and a new CEO. Intel has not yet responded to the comments or provided details about its next steps.