How Intel Survived The Manufacturing Crisis

The Pivot Podcast with Fexingo: How Businesses Change Direction and Survive Disruption · Oct 24, 2026 · 8m · transcript

For decades, Intel was synonymous with the computer chip. But by the early twenty twenties, the company had lost its lead in manufacturing efficiency to TSMC and faced a crisis of confidence that threatened its existence. This episode examines how CEO Pat Gelsinger initiated the IDM two point zero strategy, betting billions on internal fabrication while simultaneously courting external foundries for the first time in history. We look at the specific structural shifts, the timeline of the Foundry Services launch, and the cultural overhaul required to turn a design-first company into a…