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Lip-Bu Tan

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18 June

Lip-Bu TanKorrents 18 Jun

From one piece Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan 4 beliefs, in the piece's order there

korrents.com
Nine of every ten companies he backed changed their business plan halfway through, because the market changed under them.

Their words

And then frankly speaking, I look back nine of the 10 company I invest halfway they change their business plan because market have changed.

youtube.com
korrents.com
A hardware startup's first customer should be a hyperscaler, because only that scale turns a design win into a business.

startups

Their words

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.

youtube.com
korrents.com
Selling silicon is no longer enough — customers now ask for the whole rack, so a chip company has to become a full-stack company.

Their words

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.

youtube.com

+ 1 more

korrents.com
A foundry is a trust business before it is a technology business: a customer whose wafers yield badly misses its own revenue.

Their words

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.

youtube.com

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