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The letter was to Frank Yeary. I think Lip-Bu was correct in responding to Trump directly. Cut out the middleman and go straight to the top. I do not believe Tom Cotton was in the meetings with Lip-Bu, Trump and senior White House officials.
While I would like to believe this was all planned in advance I cannot. Either way I credit Li-Bu with being a top rated CEO that can navigate turbulent waters with a win-win outcome. Similar to what I do on the San Francisco Bay. Sometimes I win, sometimes I lose, but either way I am sailing...
1) Yes I believe fabless companies that do not directly compete with Intel (not AMD or Nvidia) will sign wafer agreements for 18P and 14A. The volume of those wafer agreements are in question. Will they be large, medium, or small? Can Lip-Bu sign a mega deal like Samsung did with Tesla or like...
Today, Secretary Howard Lutnick announced that effective immediately, the National Institute of Standards and Technology (NIST) will assume operational responsibility for the National Semiconductor Technology Center (NSTC) from the National Center for the Advancement of Semiconductor Technology...
Exactly. I do like this quote however:
"I don't need the grant," Tan said. "But I really look forward to having the U.S. government be my shareholder."
That says it all. Same with the Softbank investment. Lip-Bu also bought $25M of INTC when he joined. I expect more of these types of...
August 25, 2025
Tan Recognized for His Leadership and Business Impact on the Electronic Design Automation Industry
MILPITAS, Calif. –– August 25, 2025 –– Lip-Bu Tan, Chief Executive Officer of Intel Corporation and former CEO of Cadence Design Systems, will be honored with the 2025 Phil Kaufman...
WASHINGTON (Reuters) -Intel said on Monday that the U.S. government's 9.9% stake in the chipmaker could pose risks to its business, from potentially harming international sales to limiting its ability to secure future government grants.
The company laid out new risk factors in a securities...
For Intel Foundry to become a competitive alternative to TSMC for the leading edge logic foundry business. I hope Samsung Foundry can do the same. Competition and innovation go hand-in-hand.
Not true at all. The 10% stake today is by far superior to the CHIP Acts T&Cs of tomorrow. Money now versus money you may never get. It also establishes the credibility of Intel 3.0 as does the Softbank investment. In my opinion Intel has at most 3 years to get reestablished in semiconductor...
Semiconductors continue to trend in the media. I wonder when they will get tired of us? The SemiWiki Google Cloud bill has more than doubled in the last 18 months.
Updated at 21:10 ET (01:10 GMT) with additional context on TSMC, CHIPS Act
Investing.com-- Taiwan Semiconductor Manufacturing Corp (NYSE:TSM) executives held preliminary discussions over returning their U.S. government subsidies if the Donald Trump administration seeks equity in the chipmaker...
BK did not get fired as Intel CEO for an inappropriate relationship, that everyone already knew about. BK was a bad CEO but the Intel BoD refused to accept that they made a mistake hiring him. PG was not fired, right? The Intel BoD said he retired but it was the same as BK, Pat Gelsinger made...
Of course not. But in this case it is Trump's belief that giving money to semiconductor companies without some sort of financial return is not fair to the American taxpayer. Given the amount of taxes I have paid over my lifetime I cannot argue against this.
I'm not an expert on corporate...
ChatGPT: What happened to Intel's Core roadmap during the 10nm debacle?
Short version: Intel’s client “Core” roadmap stalled and then detoured because 10 nm wasn’t ready in volume or at desktop-class clocks. Intel stretched 14 nm for years (multiple Skylake refreshes), limited 10 nm to a tiny...
TSMC Chairman and CEO C.C. Wei (in white shirt) hands out free meal boxes to reporters outside a restaurant in Taipei on Friday night. CNA photo, Aug. 22, 2025
Taipei, Aug. 23 (CNA) The United States government will not seek a stake in contract chipmaker TSMC (Taiwan Semiconductor Manufacturing...
