TSMC Founder Criticizes Intel's Foundry Focus Over AI
TSMC founder Morris Chang believes Intel should have prioritized AI development over its foundry ambitions, especially in light of recent setbacks.
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 autobiog…