From one piece Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan 6 beliefs, in the piece's order there
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Their words
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
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Their words
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.
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korrents.com
The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply.Their words
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.
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korrents.com
The binding constraints on AI's growth are power, helium and memory — and almost nobody has noticed the helium one.Their words
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.
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Their words
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.
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Their words
He and I, we share the same view that semiconductor infrastructure actually is not catch up with the AI growth.