--- title: Re-engineering the Semiconductor Supply Chain with Intel... description: Intel CEO Lip Bu Tan discusses his strategy to transform Intel in a wide-ranging podcast interview. He covers strengthening Intel's balance sheet with US... canonical: https://daily.dev/posts/re-engineering-the-semiconductor-supply-chain-with-intel-ceo-lip-bu-tan-fntpakbvk twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan | daily.dev og:description: Intel CEO Lip Bu Tan discusses his strategy to transform Intel in a wide-ranging podcast interview. He covers strengthening Intel's balance sheet with US... og:url: https://daily.dev/posts/re-engineering-the-semiconductor-supply-chain-with-intel-ceo-lip-bu-tan-fntpakbvk og:image: https://api.daily.dev/og/posts/FnTpakBvK.png og:image:alt: Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan **[No Priors: AI, Machine Learning, Tech, & Startups](https://daily.dev/sources/nopriorspodcast)** · 45 min read · 0 upvotes · 0 comments ## Summary Intel CEO Lip Bu Tan discusses his strategy to transform Intel in a wide-ranging podcast interview. He covers strengthening Intel's balance sheet with US government and Jensen Huang's backing, doubling down on the foundry business despite high costs, collaborating with Elon Musk on Terafab, and Intel's roadmap from 18A to sub-1nm processes. He explains why CPUs are gaining relevance in agentic AI workloads, the importance of advanced packaging, new materials like gallium nitride and silicon carbide, and his investment philosophy focused on bottlenecks and full-stack solutions. He targets 10x shareholder returns and sees Intel competing in physical AI and edge compute by 2030–2032. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Similar posts on daily.dev - [Intel will start making GPUs, a market dominated by Nvidia](https://daily.dev/posts/intel-will-start-making-gpus-a-market-dominated-by-nvidia-lca0i22cn) · TechCrunch · 0 upvotes · 0 comments --- Tags: [#venture-capital](https://daily.dev/tags/venture-capital), [#intel](https://daily.dev/tags/intel), [#agentic-ai](https://daily.dev/tags/agentic-ai) [View this post on daily.dev](https://daily.dev/posts/re-engineering-the-semiconductor-supply-chain-with-intel-ceo-lip-bu-tan-fntpakbvk) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan","url":"https://daily.dev/posts/re-engineering-the-semiconductor-supply-chain-with-intel-ceo-lip-bu-tan-fntpakbvk","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/re-engineering-the-semiconductor-supply-chain-with-intel-ceo-lip-bu-tan-fntpakbvk"},"datePublished":"2026-06-18T10:27:27.292Z","dateModified":"2026-06-18T10:27:49.146Z","description":"Intel CEO Lip Bu Tan discusses his strategy to transform Intel in a wide-ranging podcast interview. 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