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Selling silicon is no longer enough — customers now ask for the whole rack, so a chip company has to become a full-stack company.

Drawn from what Lip-Bu Tan said

Subjectsemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

What Lip-Bu Tan actually said

  1. Lip-Bu Tan Chief executive of Intel since 2025
    And eventually, you have to really move into a full stack. So, not just a silicon, you need to have a software, and some of the customer asked me, "Give me the whole rack." So, there's a system that you have to build.

    Where this was said

    Watch from 7:01 plays here

    ↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com

    18 Jun 2026 · video · 45m · spoken · machine transcript

    All 16 korrents from this recordingthis one is 3rd

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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