Intel CEO Pat Gelsinger recently stated in a podcast that he has set a target of achieving 10-fold returns within 5 to 10 years. He disclosed that over the past 14 months, he has already generated approximately 6-fold returns for Intel shareholders, though he emphasized the company's transformation is still in its early stages.
Gelsinger outlined a systematic technology overhaul focused on advanced packaging, new semiconductor materials, and next-generation substrate technologies. Intel's investments include backing glass-substrate firm 3DGS, advancing chip interconnect technology EMIB, and investing in compound semiconductors including gallium nitride, silicon carbide, and indium phosphide. The CEO also highlighted collaboration with Tesla's Elon Musk on Terafab, a joint initiative to address semiconductor infrastructure gaps in capacity and power efficiency. Gelsinger expects Intel's full potential to materialize between 2030 and 2032.