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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.
Word for word, with the source under each one. They did not write this page.
Chief executive of Intel since 2025
So I think power, thermal, those become the bottleneck. So I think I always look at from what is the problem we try to solve? Is it real? Is customer crying for it?
Where this was said
Watch from 24:41 plays here↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com
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