The fired boss is desperately claiming credit for the new silicon success despite his forced exit. Pat Gelsinger told a business channel that the Panther Lake chips and the 18A process milestones happened solely because of his earlier grind. He bragged about personally running prototypes to Lenovo just before the board removed him.
Gelsinger argued that winning over massive clients requires the federal government to apply heavy pressure through tariffs. He believes that manufacturing incentives alone cannot convince fabless giants like NVIDIA to leave TSMC. The engineer insists that only strict policy changes will drag supply chains back to domestic factories.
Current CEO Lip-Bu Tan stated that the upcoming 14A nodes are progressing well enough to keep the foundry strategy alive. Team Blue must still lock down binding contracts to prove this expensive turnaround is real. Future stability depends on whether these political and technical bets actually pay off.
Gelsinger argued that winning over massive clients requires the federal government to apply heavy pressure through tariffs. He believes that manufacturing incentives alone cannot convince fabless giants like NVIDIA to leave TSMC. The engineer insists that only strict policy changes will drag supply chains back to domestic factories.
Current CEO Lip-Bu Tan stated that the upcoming 14A nodes are progressing well enough to keep the foundry strategy alive. Team Blue must still lock down binding contracts to prove this expensive turnaround is real. Future stability depends on whether these political and technical bets actually pay off.
