Lip-Bu Tan
Chief executive of Intel since 2025, founder of the venture firm Walden International and chief executive of Cadence Design Systems for thirteen years.
Lip-Bu Tan did not write this page.
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Their wordsJust I explained to President Trump, TSMC when they started they have the Taiwan government as a shareholder. If you look at Japan, you look at Singapore, this is the infrastructure US government get to provide the support.
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 1st of 16 in this recording
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Their wordsIt's a service business. It's a trust business. If people want to give you, you know, orders to have wafer to come, if the yield not good, they will be toast in term of revenue miss.
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 2nd of 16 in this recording
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Their wordsAnd 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.
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 3rd of 16 in this recording
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Their wordsHe and I, we share the same view that semiconductor infrastructure actually is not catch up with the AI growth.
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 4th of 16 in this recording
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Their wordsSo I think clearly the AI is changing the whole landscape. And uh I think the impact will be bigger than internet. And uh it's more profound also.
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 5th of 16 in this recording
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Their wordsOne 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.
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 6th of 16 in this recording
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Their wordsAnd you have to have a robust and resilient supply chain. You cannot just depend on one or two player in different geographical. And so, I think, you know, the more and more people going to realize making in United States is critical.
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 7th of 16 in this recording
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Their wordsSo I think I can see you know, right now we have 18A and then now we do going to production of 14A. I can see 10 and 7. And so I think that path I think we can get there, but going to be more and more expensive and more difficult to do. And that's why we need partners. We cannot just do it ourselves alone.
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 8th of 16 in this recording
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Their wordsand then the power and the cost and then you can double the performance but you cannot double down on the cost and and area. So those are the thing you have to give give way unless you find some new way of material new way of design.
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 9th of 16 in this recording
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Their wordsSo 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?
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 10th of 16 in this recording
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Their wordsAnd usually I like the customer is hyper scale. They have the scale. If they like what you have, they're willing to pay millions of dollars next few years. And even giving some warrant is worth it because you have a big one customer, you can scale.
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 11th of 16 in this recording
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Their wordsAnd then frankly speaking, I look back nine of the 10 company I invest halfway they change their business plan because market have changed.
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 12th of 16 in this recording
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Their wordsif you look at it 10 years from now, what are we be the winning company? This is just my personal view. The one that articulate and laser focus on one niche area and also find the right partner and also able to scale the company.
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 13th of 16 in this recording
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Their wordsAnd then in terms of the capital intensive like AI in a factory and also the foundry and then you really need to tap either government funding or some sovereign fund
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 14th of 16 in this recording
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Their wordsYou know, right now there's a massive build-up in term of the AI, you know, the I think it's the right thing to do. I don't see that in anything to slow it down uh because the workload is increasing a lot.
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 15th of 16 in this recording
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Their wordsSo you know, just like internet, you can see some of them turn out to be very big like Amazon, like the Netflix and then some of them is kind of go sideways and disappeared or being acquired. And so I think to me is the same approach.
↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 16th of 16 in this recording