Intel CEO Lip-Bu Tan: Almost every CEO is calling me up, say, 'I am your friend, I want to…'
Intel CEO Lip-Bu Tan faces unprecedented demand for chips, with CEOs pleading for more supply. The AI boom is bottlenecked by hardware, particularly memory, with no relief expected until 2028. Exploding compute needs outpace supply chains, while heat issues force chips to throttle. Intel's foundry business shows promise, with improved yields and customer interest.
Intel CEO Lip-Bu Tan faces unprecedented demand for chips, with CEOs pleading for more supply. The AI boom is bottlenecked by hardware, particularly memory, with no relief expected until 2028. Exploding compute needs outpace supply chains, while heat issues force chips to throttle. Intel's foundry business shows promise, with improved yields and customer interest.
