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Great Expectations: can Lip-Bu Tan pull off Intel’s manufacturing spinoff?

Intel’s incoming CEO Lip-Bu Tan is poised to spearhead a strategic shift at the semiconductor giant, with analysts predicting a fundamental overhaul of its manufacturing strategy. Tan, who assumes leadership on March 18, replaces Pat Gelsinger at a critical juncture as the company grapples with financial losses, manufacturing challenges, and stiff competition from rivals such as TSMC and AMD.