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.
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Beliefs
Korrents What they believe 16 beliefs — each backed by an exact quote.
Each is a — compiled by korrents.com, not by them: the one-line wordings are korrents', the quotes are theirs.
Recent
Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways.
He 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 Tan Said 18 Jun 2026
A foundry is a trust business before it is a technology business: a customer whose wafers yield badly misses its own revenue.
It'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 Tan Said 18 Jun 2026
Selling silicon is no longer enough — customers now ask for the whole rack, so a chip company has to become a full-stack company.
And 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 Tan Said 18 Jun 2026
Show 13 more
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Just 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 Tan Said 18 Jun 2026
AI's impact will be bigger than the internet's, and more profound.
So 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 Tan Said 18 Jun 2026
The binding constraints on AI's growth are power, helium and memory — and almost nobody has noticed the helium one.
One 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 Tan Said 18 Jun 2026
A resilient chip supply chain cannot depend on one or two players in one geography, which is what makes manufacturing in the United States critical.
And 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 Tan Said 18 Jun 2026
Shrinking below today's leading edge is still reachable, but it will be so expensive and difficult that no company can do it alone.
So 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 Tan Said 18 Jun 2026
Performance can still double, but cost and area will no longer come down with it unless new materials or new design methods arrive.
and 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 Tan Said 18 Jun 2026
The way to invest in semiconductors is to find where the bottleneck is, and right now the bottleneck is power and thermal.
So 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 Tan Said 18 Jun 2026
A hardware startup's first customer should be a hyperscaler, because only that scale turns a design win into a business.
And 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 Tan Said 18 Jun 2026
Nine of every ten companies he backed changed their business plan halfway through, because the market changed under them.
And 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 Tan Said 18 Jun 2026
The companies that win ten years from now will be the ones laser-focused on a single niche with the right partners, not the ones doing everything.
if 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 Tan Said 18 Jun 2026
The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply.
You 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 Tan Said 18 Jun 2026
The 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.
So 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 Tan Said 18 Jun 2026
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
And 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 Tan Said 18 Jun 2026
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