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The way to invest in semiconductors is to find where the bottleneck is, and right now the bottleneck is power and thermal.

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.

Mental modelBottlenecks

What Lip-Bu Tan actually said

  1. Lip-Bu Tan 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

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

    All 16 korrents from this recordingthis one is 10th

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

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