korrents

What Lip-Bu Tan thinks about design

@lip-bu-tan · 16 positions · 0 changes of mind

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.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

6 dated positions, 2026, in their own words. Our reading of what Lip-Bu Tan has said — not written or endorsed by them.

6 positions so far — this page is not yet offered to search engines.

  1. Our readingSelling silicon is no longer enough — customers now ask for the whole rack, so a chip company has to become a full-stack company.

    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

    Interesting

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

    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

    semiconductorsinfrastructure

    Interesting

  5. Our readingPerformance can still double, but cost and area will no longer come down with it unless new materials or new design methods arrive.

    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

    Interesting

  7. Our readingA hardware startup's first customer should be a hyperscaler, because only that scale turns a design win into a business.

    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

    startups

    Interesting

  9. Our readingThe massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply.

    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

    Interesting

  11. Our readingThe AI build-out will end the way the internet did: a couple of Amazons, and a long list of companies that go sideways or disappear.

    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

    Interesting