Intel Q2: Fragile Foundry Ambitions Collide With A Strategic About-Face

  • Intel Corporation's latest Q2 earnings have embedded several bombshell updates to its turnaround strategy. This includes an aggressive restructuring roadmap for both Intel Products and Intel Foundry that's poised to exacerbate already elevated execution risks ahead. The uncertain operating set-up is further compounded by stiffening competition and management's acknowledgement of adverse tariff implications to Intel's earnings outlook.