Same plan, different CEO: Intel's Lip-Bu Tan laments 'past mistakes' while promising a brighter 'engineering focused' future

[Daniel Nenni]

• - Intel's new CEO, Lip-Bu Tan, acknowledged the company's past failures and promised a more customer-centric approach in his debut keynote performance at the Intel Vision 2025 event.
• - Tan's vision for Intel's future focuses on returning to an "engineering first" company, but it remains unclear how his strategy differs significantly from that of the previous CEO, Pat Gelsinger.
• - While Tan reaffirmed Intel's commitment to releasing new products like the Panther Lake laptop CPU, he did not announce any groundbreaking new products or customers for the company's foundry business, leaving questions about the company's innovation and future success.

Same plan, different CEO: Intel's Lip-Bu Tan laments 'past mistakes' while promising a brighter 'engineering focused' future

Show me the innovation!

www.pcgamer.com

Jeremy Laird​

Hardware writer
Jeremy has been writing about technology and PCs since the 90nm Netburst era (Google it!) and enjoys nothing more than a serious dissertation on the finer points of monitor input lag and overshoot followed by a forensic examination of advanced lithography. Or maybe he just likes machines that go “ping!” He also has a thing for tennis and cars.

 

[Daniel Nenni]

This is why I don't write about PCs. forensic examination of advanced lithography?

The difference between Pat Gelsinger and Lip-Bu Tan is night and day.

 

[Xebec]

The difference between Pat Gelsinger and Lip-Bu Tan is night and day.

Just curious, Are there any leaders or other people expected to follow Lip-Bu Tan to Intel?

 

[MKWVentures]

Just curious, Are there any leaders or other people expected to follow Lip-Bu Tan to Intel?

I would expect some executives to be replaced (they "retire" or deal with "personal health") . 3 TSMC execs and 3 Nvidia execs would be a nice start.

FYI: Pat tried to get a lot of people hired on over the past 3-4 years.... I talked to some of them.... they turned Intel down.

 

[Daniel Nenni]

Just curious, Are there any leaders or other people expected to follow Lip-Bu Tan to Intel?

My guess would be yes. Working for Lip-Bu AND working for Intel during what will be a historic turnaround is quite a draw. Who would not be attracted to that?

I still think he will need to make some cuts.

 

[chenyj]

I just sent my resume to Intel's TD for a technology pathfinding position, although the turnaround may not come that fast...lets see what can happen

 

[Xebec]

Oops I should have clarified - any "specific" leaders or technologists who have worked closely with Lip-Bu in the past.

 

[sit]

Pat had a distinct inability to attract and identify talent, Naga being the exception. Lip-Bu is wasting no time clearing ELT and +1 obstacles. What I expect will prove more interesting though is the "right-sizing" of the portfolio and employee populations. The pieces spun off and programs shut down will make clear his vector for Intel's turnaround.

 

[Evleos]

Spinning the fabs out into a JV with TSMC doesn't sound like Pat's plan.

 

[sonchoy]

This JV rumor was there a few weeks back. It is in theory possible but may not be practical.

Any foreign investment has to comply with the following:

America First Investment Policy

MEMORANDUM FOR THE SECRETARY OF THE TREASURY THE SECRETARY OF STATE THE SECRETARY OF DEFENSE THE ATTORNEY GENERAL THE

www.whitehouse.gov

"(h) The United States will continue to welcome and encourage passive investments from all foreign persons. These include non-controlling stakes and shares with no voting, board, or other governance rights and that do not confer any managerial influence, substantive decision making, or non-public access to technologies or technical information, products, or services. This will allow our cutting-edge businesses to continue to benefit from foreign investment capital, while ensuring protection of our national security."

I don't know what TSMC gains from a JV under these conditions.