The semiconductor field feels very much like the type of industry that you cannot move leadership to improve the product outside of strategy, and even then it needs to be backed by engineer thinking.

At the end of the day it's the guys designing the chips who rule, and if you fubar that up, you can't compete.

Imagine replacing the CEO of Audi to get better performing A4s. Ridiculous. Their board should be ashamed, and if I was an investor, I would be demanding blood from the board.