No Priors//Lip-Bu Tan
Re-engineering the Semiconductor Supply Chain with Intel CEO Lip-Bu Tan
Intel CEO Lip-Bu Tan lays out a turnaround centered on culture, faster decisions, and balance-sheet repair, while arguing that AI is making CPUs, advanced packaging, and full-stack systems more important. He also frames semiconductor investing as bottleneck hunting and says the industry’s capital intensity increasingly requires government, sovereign, and hyperscale backing.
