TSMC founder Morris Chang has criticized Intel's strategic direction, arguing that the company should have prioritized developing AI capabilities over its efforts to become a major contract chipmaker. Chang made these remarks during the launch of his autobiography.
The criticism comes after the recent departure of Intel CEO Pat Gelsinger, whose aggressive turnaround plan, focused heavily on expanding Intel's foundry business, faced significant challenges. Chang believes Gelsinger should have concentrated on AI instead.
"Compared with AI, he seemed to focus more on becoming a foundry... Gelsinger should have focused on AI." - Morris Chang
Chang pointed out Intel's current lack of both a clear strategy and a CEO, highlighting the difficult situation the company now faces. This criticism is particularly poignant given Intel's recent struggles in the AI hardware market, including falling short of its sales targets for its Gaudi 3 AI accelerators.
Chang's autobiography, covering the period from 1964 to 2018, also sheds light on past decisions involving Intel, such as Intel's missed opportunity to invest in TSMC in the 1980s before becoming one of its largest customers. The book also details TSMC's relationships with key players like Apple and Qualcomm.
