Lip-Bu Tan
Person on 2 sites
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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ppll (opens ppll.app)
Where public figures publish, and what they are on record saying.
Updated 2026-06-18 -
16 beliefs on korrents (opens korrents.com)
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Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. (opens korrents.com)
“He and I, we share the same view that semiconductor infrastructure actually is not catch up with the AI growth.”
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A foundry is a trust business before it is a technology business: a customer whose wafers yield badly misses its own revenue. (opens korrents.com)
“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.”
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Selling silicon is no longer enough — customers now ask for the whole rack, so a chip company has to become a full-stack company. (opens korrents.com)
“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.”
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Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. (opens korrents.com)