What Is Going On At Apple? Chip Chief Considers Exit.

Benzinga

Apple just entered one of the biggest leadership shake-ups in years — and analysts say it could strengthen the company, not weaken it. Bloomberg reports that Apple’s top chip executive, Johny Srouji, is “seriously considering” leaving after months of evaluating his future. Several other senior leaders are retiring or being poached, including AI chief John Giannandrea, COO Jeff Williams, policy chief Lisa Jackson, and longtime legal head Kate Adams.  But according to Gene Munster, this isn’t instability — it’s a strategic reset designed to accelerate Apple’s push into AI. Munster predicts Apple will lead the Magnificent 7 through spring as Apple Intelligence rolls out, iPhone 17 demand lifts sales in China, and the company resets its leadership structure for the next decade.  Meanwhile, Samsung just launched the Galaxy Z TriFold before Apple’s first foldable, and Apple hired Meta’s legal chief Jennifer Newstead as general counsel, signaling another shift in strategy.

Transcript

00:00Apple is going through one of the biggest leadership shakeups in its modern history,

00:04but it's not impacting them in the way you might think. You see, analysts say this chaos could

00:09actually make Apple stronger. Bloomberg reported Apple's top chip executive Johnny Shrooge told

00:15Tim Cook he's seriously considering leaving. A huge deal because he oversaw the custom silicon

00:21behind iPhones, iPads, and Macs. And this comes on top of multiple exits, COO Jeff Williams retiring,

00:28longtime AI chief John Gianandria stepping down, policy leader Lisa Jackson, and general counsel

00:35Kate Adams retiring, and Apple design head Alan Dye already poached by Meta. But analysts like Gene

00:41Munster say this isn't collapse, it's a deliberate AI reset. Cook is reshuffling leadership to

00:47accelerate Apple's next chapter in artificial intelligence. Munster even predicts that Apple

00:52will lead the entire Magnificent Seven through spring as demand for the iPhone 17 grows,

00:57China sales jump, and Apple intelligence ramps. Meanwhile, Samsung just dropped its Galaxy Z

01:03tri-fold, firing the first shot in the foldable war before Apple even enters the category. And

01:09Apple just hired Meta's legal chief Jennifer Newstead as general counsel signaling another

01:14strategic shift. Leadership shakeups, AI pivots, and competitive pressure. Do you see this

01:19this is Apple strengthening or slipping?

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