Not everyone is cut from the same cloth. Look at AMD, their CEO history has been staffed exclusively by people with engineering backgrounds, but their performance has had more than a few rocky points.

I think that in a business like hardware and foundries you can really judge the CEO in no less than 4/5 years.

This is simply not true. They are building giant fabs in Arizona and Ohio from those subsidies.

It takes YEARS to realize the benefits of these changes.

The problem is, to stopgap TSMCs growing lead, Intel resorted to cranking up voltage on the last two generations of chips leading to what will be an imminent gigantic ass lawsuit.

This is where I see that Intel Processor are pushing the cart for Intel Fabs by small iterations to sell new processors and mother boards. Intel Fabs needs to push it's own cart like TSMC and actually focus on long term quality and gains.

It takes a long time to stand up new fabs...

>it feels so similar to when people claimed Phil Spencer was going to save Xbox.

Well, he did. He bought up a ton of studios and focused on games again. in 2014 they were completely tonedeaf to the state of not just games, but media as a whole. Cable box subscriptions even in 2014 for their 8th generation console was just horrible optics.

Now, is it his fault directly that the game development per studio is slow, or the releases uneven? He's probably not blameless, but MS isn't really known to intervene nor micromanage their studios. IMO that's a much bigger issue than any single MS studio.

The previous CEO was going to shut down the fabs. Maybe it would have been the right strategy but Pat Gelsinger had reoriented towards fab manufacturing for what it’s worth.