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What Lip-Bu Tan thinks about infrastructure

@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.

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

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

  1. Our readingA government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.

    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

    governmentsemiconductorsJapan

    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

    semiconductors

    Interesting