Lip-Bu Tan

@lip-bu-tan · 16 positions · On ppll ↗

Chief executive of Intel since 2025, founder of the venture firm Walden International and chief executive of Cadence Design Systems for thirteen years.

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What Lip-Bu Tan says most about

semiconductors 7

Selling silicon is no longer enough — customers now ask for the whole rack, so a chip company has to become a full-stack company.
A foundry is a trust business before it is a technology business: a customer whose wafers yield badly misses its own revenue.

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design 2

A hardware startup's first customer should be a hyperscaler, because only that scale turns a design win into a business.
Performance can still double, but cost and area will no longer come down with it unless new materials or new design methods arrive.

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government 2

AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.

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infrastructure 2

Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways.
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.

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venture capital 2

AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Nine of every ten companies he backed changed their business plan halfway through, because the market changed under them.

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