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LIVE: Intel CEO Lip-Bu Tan speaks at COMPUTEX

Daniel Nenni

Daniel Nenni

Founder
Staff member
Intel CEO Lip-Bu Tan took the stage at COMPUTEX 2026 in Taipei to outline Intel’s vision for the next era of AI-driven computing. In his keynote, Tan emphasized that artificial intelligence is creating a generational opportunity across PCs, edge computing, data centers, and intelligent systems. Rather than focusing solely on AI accelerators, Intel aims to deliver value through a complete ecosystem that combines hardware, software, and industry partnerships.

A major theme of the presentation was Intel’s commitment to x86 computing and its role in powering future AI workloads. Tan highlighted Intel’s advancements in CPU architecture, AI-enabled PCs, edge computing solutions, and data center technologies. He stressed that the next wave of AI will require heterogeneous computing, where CPUs, GPUs, and specialized accelerators work together to deliver efficient performance.

The keynote also showcased collaborations with partners including Perplexity, Foxconn, and SambaNova, demonstrating how Intel is building an ecosystem for AI deployment at scale. Tan discussed the growing importance of agentic AI, which places greater demands on CPUs and infrastructure than traditional AI workloads.

Overall, Lip-Bu Tan’s COMPUTEX appearance reinforced Intel’s strategy to regain leadership in computing by focusing on AI, open ecosystems, and strong partnerships while delivering innovative solutions from the edge to the cloud.

 
Is he also the first Intel CEO to wear these:
1780489490904.png
 
MKWVentures said:
UPDATE: I just listened to audio. As I mentioned before, Intel is RAMPING Intel 7 wafer starts in 2026. In 2027 18A and Intel 3 start to take on some of that capacity.
Click to expand...
IFS breaking even by end of 2027? How does that play into your model if true?

I guess low yield can be a blessing in disguise in an expanding market - they have a lot of "untapped" capacity!
 
Last edited:
Xebec said:
Did Intel basically do:

~ 2020-2023 Ramp up 7
~ 2024-2025 Reduce 7
2026: Ramp up 7

?
Click to expand...
I think the context that I heard was that 18A and 3 will ramp for another 12Qtrs, and given the strong demand, they will ramp 7 too in 2026 but will start winding down next year to make room for 18A and 3.

Overall, I think the "forecast" now makes more sense and better substantiated. On PG's forecasts, everything was a hockey stick that was going to turn around big time because they just must!
 
Xebec said:
Did Intel basically do:

~ 2020-2023 Ramp up 7
~ 2024-2025 Reduce 7
2026: Ramp up 7
Click to expand...
Yup that is it. Basically PG said to replace Intel 7 with Intel 3.4.18A. Demand never showed up (3 is the biggest issue for servers). Intel 7 went up. People love intel 7. this was highlighted multiple times since Jan 2025.

Again, I made the comment before, Intel used to force people to new nodes, you cannot do that when you are losing share. with the shortage today, they can actually do that but it will take times.

And remember the AMD earnings call when asked how AMD deals with demand on old nodes paraphrase "We dont really see increasing demand on old nodes, >50% of our sales is from latest architecture" Intel was getting less than 15% of sales from latest architecture


bilau said:
IFS breaking even by end of 2027? How does that play into your model if true?

I guess low yield can be a blessing in disguise in an expanding market - they have a lot of "untapped" capacity!
Click to expand...

Intel continues to say IFS will break even at end of 2027.... wait for it.... unless they get increased demand which will force them to spend money. That last part was added about a year ago.

What I actually expect is: Intel will take one time write downs of underutilized capacity, tools and sites in Q3 2027. This will eliiminte excess depreciation. They will show up as GAAP but not in NON-GAAP. IFS will say "we lost 20B in Q3 2027, but now we are break even. Brilliant Financial work.

But before all of this, we need to get 18A panther lake and clearwater forest breakeven for both IFS and the BU.

Intel has always known yield improvement is the best lever (take it from a former intel yield manager). Literally more revenue a almost no cost. 18A yield is and will be fixed. wafer cost is more of a challenge
 
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