Xem lại chiến lược cựu CEO Intel: Tăng đầu tư R&D trong suy thoái

The Huoxing Finance report states that on May 12, technology industry analyst Tim Bajarin wrote an article reviewing Intel’s response strategies during past economic crises, noting that the company’s continuous investment in R&D during downturns was a key reason for its subsequent return to growth. The article highlights that during the 2008 global financial crisis, then-Intel CEO Paul Otellini did not cut R&D budgets due to the economic recession; instead, he chose to “double down” on next-generation product development. He believed that no matter how severe the crisis, the economy would eventually recover, and Intel must be prepared with products suited for the next growth cycle. Subsequently, between 2010 and 2012, as the smartphone, social media, and gaming industries surged, demand for high-performance chips rapidly increased, allowing Intel to successfully benefit from this wave of technological expansion. The article also points out that although the world currently faces pressures such as rising energy prices, geopolitical tensions, and increasing living costs, since the launch of ChatGPT in 2023 ignited the AI boom, artificial intelligence has become a major engine driving the next wave of technology investment. The author argues that historical experience shows that companies capable of enduring economic cycles are often not those that cut the most costs during recessions, but those that continue investing in the future during periods of uncertainty.