korrents

A korrentour readingWhat is a korrent?

Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways.

Drawn from what Lip-Bu Tan said

What these subjects mean

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

infrastructure Building the large physical things -- reservoirs, roads, pipelines -- and why some countries have stopped being able to.

A private bookmark. Not a position, and never counted.

What Lip-Bu Tan actually said

Word for word, with the source under each one. They did not write this page.

  1. Lip-Bu Tan

    Chief executive of Intel since 2025

    He and I, we share the same view that semiconductor infrastructure actually is not catch up with the AI growth.

Added to korrents 18 Jun 2026 · How quotes work · Something wrong? Tell us

Do you hold this korrent?Do you also believe this?

Sign in to record that you hold this, with a confidence number of your own.

Related korrents

Our reading — they may agree, disagree or merely touch the same thing. Closest first: a shared subject counts for most, then how near the wording is.

On the map

Loading the map… or open it on its own page

Open the map on its own page →