Issue No. 25Sunday, June 21, 2026164 episodes · 671 articles
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Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan

With Sarah Guo, Elad Gil, Lip Bu Tan · Sunday, June 21, 2026

Intel CEO Lip Bu Tan discusses his ambitious plan to revitalize Intel, focusing on cultural shifts, balance sheet strengthening through strategic partnerships including government investment, and a renewed emphasis on leading-edge products and foundry services. He also shares his perspectives on the future of semiconductor manufacturing, the impact of AI on the industry, and his investment philosophy for the evolving deep tech landscape.