Intel CEO Lip-Bu Tan argues domestic US chip production is a strategic necessity for its foundry business
Tan discussed supply chain challenges on the No Priors podcast.
Many users praised Intel's foundry strategy interview for showcasing committed entrepreneurship and calling it a crucial industry step, while one sarcastically questioned who deserves credit for the bet.
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full interview: https://youtu.be/asCgCv2XB4s
amazing what entrepreneurs can do when they're committed -- Lip Bu doesn't ask the question of"feasibility" just whether it's important to do (yes)
@saranormous @LipBuTan1 singapore boleh
$INTC CEO @LipBuTan1 in new interview on his Foundry bet, and why we must make semis in the United States.

@saranormous @LipBuTan1 “His foundry bet”?
I think someone placed the bet for him…

@saranormous @LipBuTan1 Competing with NVIDIA and TSMC at the same time, super hardcore!

@saranormous @LipBuTan1 My cave stock portfolio: $INTC $AMZN $GOOGL $GS $JPM $COST $NFLX

@saranormous @LipBuTan1 holy sheet.

@saranormous @LipBuTan1 The AI compute stack is only as strong as the foundry layer beneath it. Domestic semis isn't just economic nationalism — it's a sovereignty play for the entire GenAI supply chain. Without it, US AI leadership sits on geopolitically fragile ground.

@saranormous @LipBuTan1 Great interview. Great job!

@saranormous @LipBuTan1 sounds like a crucial step for the industry

@saranormous @LipBuTan1