This article is an editorial synthesis of a fireside chat between Tom Caulfield, Executive Chairman of GlobalFoundries, and John Kibarian, CEO of PDF Solutions that took place on December 3rd 2025, during the PDF Solutions Users Conference. John Kibarian led the conversation to get Tom Caulfield’s perspectives on leadership… Read More
Hands down, without a doubt, the most interesting CEO in semiconductors is Lip-Bu Tan, founder of Walden Capitol and current CEO of Cadence Design Systems. If you want to talk about a man with a plan it’s Lip-Bu Tan.
Before we get into the fireside chat between Tom Caufield and Lip-Bu at the GTC 2020 Virtual event let’s do a quick biography:… Read More
It’s no secret that I have been a big fan of GLOBALFOUNDRIES since they came about in March of 2009. We even included them in our first book “Fabless: The Transformation of the Semiconductor Industry” right next to TSMC. I am also a big fan of pivoting which is the term we use here in Silicon Valley to describe some of the most innovative… Read More
