Intel (INTC) Names Saf Yeboah-Amankwah As SVP And Chief Strategy Officer

  • Intel Corporation (NASDAQ: INTC) recently announced it has appointed Safroadu (Saf) Yeboah-Amankwah as SVP and chief strategy officer

Intel Corporation (NASDAQ: INTC) recently announced it has appointed Safroadu (Saf) Yeboah-Amankwah as SVP and chief strategy officer, effective November 1. Yeboah-Amankwah is going to be responsible for the Global Strategy Office, including Intel Capital and will work with the executive team on developing and driving growth-oriented strategies. And Yeboah-Amankwah will report to CEO Bob Swan.

Yeboah-Amankwah is joining Intel from McKinsey & Company where he was most recently a senior partner and global head of the Transformation Practice for the Telecom, Media and Technology (TMT) practice, based in Washington, D.C. And he is also the global lead of Client Capabilities for the TMT practice. Previously he worked as managing partner for South Africa and head of McKinsey’s TMT and Digital practice for Africa, among other roles.

Prior to starting his career,

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Intel Vs. TSMC: Process Technology Leadership Is More Than Transistor Density (NASDAQ:INTC)

Investment Thesis

Much of TSMC’s (NYSE:TSM) growth comes from advanced process technology nodes, which serve to follow Moore’s Law: they deliver up to a 2x improvement in transistor density per generation, every two to three years. This provides chip designers with a larger transistor budget, of more powerful and more efficient transistors, which allows them to increase functionality. Furthermore, cost per transistor also tends to come down.

For Intel (INTC), likewise, reaping the benefits of Moore’s Law has been and continues to be vital for being able to compete with its product offerings and expand to new markets such as IoT, GPUs, and AI.

Given that Moore’s Law is an exponential trend, even being ahead by just one step could deliver a tremendous competitive advantage. For example, for gamers, a 2x better GPU could mean achieving 60fps instead of 30fps.

In a past article, I explored the future of

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