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What Lip-Bu Tan thinks about semiconductors

@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.

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

  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

    governmentinfrastructureJapan

    Interesting

  3. Our readingA foundry is a trust business before it is a technology business: a customer whose wafers yield badly misses its own revenue.

    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

    Interesting

  5. 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

  7. 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

    infrastructure

    Interesting

  9. Our readingThe binding constraints on AI's growth are power, helium and memory — and almost nobody has noticed the helium one.

    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

    Interesting

  11. Our readingShrinking below today's leading edge is still reachable, but it will be so expensive and difficult that no company can do it alone.

    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

    Interesting

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

    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

    Interesting