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Drawn from what Lip-Bu Tan said
semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.
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Chief executive of Intel since 2025
One is of course everybody knows power constraint. Some country the power they just don't have that. They get impacted. And then secondly, a lot of people didn't realize the helium impact can be also very significant for semiconductor. And then the thirdly, is everybody know right now memory is a bigger shortage.
Where this was said
Watch from 11:56 plays here↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com
All 16 korrents from this recordingthis one is 6th
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