After years of slowing (and occasionally declining) revenue growth, Intel has its work cut out for it under new CEO Pat Gelsinger.
It's facing increased competition from AMD and Nvidia and more of its customers — including Apple, Amazon, and Google — are starting to make their own chips in-house rather than relying on Intel.
Meanwhile, a global chip shortage has Intel and others scrambling to carve out the time and resources to build new factories, also known as fabs.
But there are signs that Intel is turning things around: It brought back Gelsinger as CEO in February, who had spent three decades at the company before serving as VMware's CEO for almost ten years, and in March it announced plans to invest $20 billion to build new manufacturing plants in Arizona
"Intel's got some grand ambitions with the turnaround plan they announced," Logan Purk, senior research analyst at Edward Jones, told Insider. "While I think that's an exciting development for them, it's going to require a lot of investment."
Gelsinger seems to be focusing on the long haul by investing in building new products and hiring the best talent, according to Futurum Research founder Daniel Newman.
"In the long term, Intel will be better with these manufacturing capabilities," Newman told Insider.
It will need them to keep up with the competition, too. One of its biggest rivals, Taiwan Semiconductor, announced that it would spend $100 billion over the next three years to increase capacity at its manufacturing plants.
"Intel will always be under competitive pressure," Newman said. "They want to stay close to these big cloud players: They're going to have to stay really diligent on that."
Gelsinger will also have to execute on Intel's ambitions for sales, innovation, and long-term growth, something the firm hasn't excelled at in the past, according to Newman.
"That's been Intel's Achilles' heel," he said. "Shortage or no shortage, people have been frustrated by unfulfilled promises. If they execute on promises, the market will be very pleased."
To get a sense of who will be helping Gelsinger achieve Intel's ambitions, Insider mapped out 181 of the most powerful executives at the chip giant in an interactive org chart. We included Gelsinger's 16 direct reports, as well as their direct reports:
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