Can Intel Rebound from Quagmire?

Intel was THE company in Silicon Valley.

Now, they have been losing market shares to AMD in CPU markets, and lagging behind NVIDIA in AI chip markets. Just experienced worst financial year in several decades in 2024.

Can they turnaround?

Seems like new Co-CEO picks are decent. Both of them are industry/Intel veterans, so they should know the business very well.

Not so fan about them being non-Technical people. Both of them are finance/marketing experts, not engineer or science types.

Spinning off foundry business is good move.

Investing to upgrade their old manufacturing site is the must. Question is how fast they can capture the gap. Is $100 B enough?

Can they restore their engineer/technical division pipeline back again? Once they were top engineering company. Can they revive that aura?

What you guys think?