Silicon & AI | Jeetu Patel & Lip-Bu Tan, CEO, Intel

Lip-Bu Tan, Intel board member, shares insights on revitalizing Intel, emphasizing the balance between foundry services and product innovation. A key focus is Intel's foundry business becoming a general-purpose entity, highlighted by significant yield improvements in the 18A process through collaborative efforts. Tan notes customer interest in their 18A technology and the importance of trust and reliability in the foundry business. Addressing AI's constraints, he points to memory shortages lasting until 2028 and the rising importance of CPU compute, thermal management, and optical interconnects. Tan also stresses the need for open-source development in the U.S. to compete with China, advocating for investment in fundamental research and advanced packaging to drive AI and semiconductor advancements.