Intel Appoints Lip-Bu Tan As CEO

Intel has appointed Lip-Bu Tan as its new CEO in an effort to turn around the struggling chipmaker, following the resignation of Pat Gelsinger. CNBC reports: Tan was previously CEO of Cadence Design Systems, which makes software used by all the major chip designers, including Intel. He was an Intel board member but departed last year, citing other commitments. Tan replaces interim co-CEOs David Zinsner and MJ Holthaus, who took over in December when former Intel CEO Patrick Gelsinger was ousted. Tan is also rejoining Intel's board. [...] Intel shares rose over 12% in extended trading on Wednesday.

Cautiously optimisitc?

[molarmass192]

Like it or not, Intel is the closest thing to a TSMC we have in the US. Having been on the board of Intel previously is a concern, it would have been more reassuring to get a clean start from someone outside Intel's inner circle. Hopefully he understands that Intel can't count on the Intel + Microsoft duopoly anymore. Tan needs to push Intel firmly into the ARM game, no matter how many internal egos or deniers get hurt from putting x86 on life support.

Re:Cautiously optimisitc?

[Z00L00K]

It's a downward spiral in trust for Intel.

I wouldn't be surprised if there's a takeover coming.

Re:

[nbritton]

You mean RISC-V or Power ISA v3.1, right? At this point, I'd steer clear of ARM entirely. ARM Holdings went after Broadcom over its architectural license with a vengeance, and that's not the kind of litigation headache anyone wants to deal with long-term. Apple, on the other hand, had a unique advantage thanks to its deep history with ARM—Apple was an original investor when ARM spun out in the early '90s for the Newton project. That early stake translated into a special architectural license for Apple

Re:

[evil_aaronm]

So for Power ISA v3.1, or Power10, are there any microcontrollers in that line, or just microprocessors? I know RISC-V has some microcontrollers available, but most of my work, currently, is on ARM M0, M4, etc.

Re: Cautiously optimisitc?

[vbdasc]

Mostly agree, but

For Intel specifically, the age of the AMD64 license has never been an issue, and never will. They have full rights on it, per agreement with AMD. And after the Itanic fiasco,
I'd think they'd steer clear from anything VLIW.

Apple never transitioned from 6502 to the 68000. They introduced new computers for the new architecture.

Re:

[bill_mcgonigle]

At least he's a real nuclear engineer and successful VC.

Stepping aside from the Board for time reasons is a polite way to say "you guys are doing a terrible job". Which is accurate.

Intel is first to market with Backside Power Delivery which could be a true advantage.

TSMC won't have A16 until '26 at this point.

I truly believe we need competition so best of luck to him!

Re:

[toxonix]

Intel is maybe the closest thing to TSMC in the US, but only because it's a foundry. It's not a really really excellent foundry like TSMC. It's not able to take external customers from design to implementation and deliver completed chip packages. Intel has the ability to manufacture chips it designs, which is why Apple said goodbye. Apple had its own design and Intel was unable to provide foundry services at scale, hence Apple going to TSMC.

Re:

[sosume]

Does he have a leather jacket

Re:

[HiThere]

Don't believe his words, watch his actions.
That's really the rule you should follow for everybody, but especially for anyone you've caught in a lie.

Re:

[Penguinoflight]

Putin is not sending his best hwite supremists (sic)

Re:

[stabiesoft]

Makes sense. Normal progression. It has been a number of years now where the names on most research papers are not euro(white) names. Indian, Asian have dominated for years. Its what happens when you have a country like the US not prioritizing education and India/Asia prioritizing.

let's hope he doesn't sell the fab

[migos]

Selling Intel fabs will be the death of US silicon manufacturing. The only way it survives is with subsidy from product groups.

Re:

[tabrisnet]

Barring political considerations, they can't sell the fabs. Why? They'd have to give up the CHIPS funding. Not just "give up" but likely "pay back".

Cadence is a good company...

[ctilsie242]

If you are a chipmaker, Cadence and Synopsys are awesome. Definitely not cheap, but the work they do and the products they have make life a lot easier.

For example, Cadence's Palladium is a must for getting Doom to run on a design concept of a new die while figuring out the floorplan and layout. Yes, it may take a week to boot to Linux, but simming stuff is a lot easier than trying to fix stuff after tape-out.

For Intel to be run by someone from Cadence meant that, IMHO, unless investors hamstring the CEO, Intel will be in good hands.

Re:

[waspleg]

Investors don't hamstring the CEO, the Board does, as they did with Gelsinger.

Re:

[stabiesoft]

We will find out what the approach difference was between Gelsinger and Lip. My understanding was Lip left the board because he strongly disagreed with what Gelsinger was doing. It will take something of a miracle. In the end, there is likely to be only one primo fab in the world. It is all about volume, and nothing maximizes volume like only one maker. Intel probably needed to open up to contract manufacturing a decade ago. TSMC has a huge headstart, probably insurmountable.

Re:

[TechyImmigrant]

>My understanding was Lip left the board because he strongly disagreed with what Gelsinger was doing.

Gelsinger wanted an integrated company - design and manufacturing.
Lots of other people wanted to separate manufacturing from design. Design wanted to separate IP from full chip design.

I've worked in Cadence and I've worked in Intel. My sentiments are with the separators. The factories need to learn how to provide a good foundry service. The IP groups need to sell their IPs on the open market and compete l

They passed over will.i.am? Again?

[presearch]

In 2011, will.i.am, the frontman for The Black Eyed Peas, was appointed as Intel's "Director of Creative Innovation," contributing to the development of smartphones, tablets, and laptops, as well as providing music for the company.

And with such a deep bench!

Intel collaborated with Lady Gaga to bring her creative vision to life for an unprecedented, technology-infused GRAMMY Moment â" premiering a multiyear partnership between Intel and The Recording Academy.

Also, Orange County Choppers built an Intel-themed custom motorcycle back in 2007.
I hear that Paul Teutul Sr. is very available these days.
He's got years of management experience in hardware and manufacturing.

I just can't see how Intel got themselves into such a pickle.