How far CEOs shape their companies and how far they merely work within trends that are in motion anyway is an endless debate and, like the ‘great man’ theory of history, one that changes with fashion. But the appointment of a new CEO is always a time of anticipation – that a struggling company might find its way, or a dramatic new strategy might emerge. It is even more interesting when two arch-rivals change leadership at the same time. That happened in the mobile semiconductor business in 2013, when Intel and ARM appointed new CEOs within weeks of one another. Now, there is a similar upheaval, with Qualcomm appointing Cristiano Amon as its new CEO, and Intel naming Pat Gelsinger,…