Discussion

• @jamesaltonsanders.com James Sanders on bluesky

  Lip-Bu Tan resigned from the board in protest last year, so the return as the next CEO is an interesting if unsurprising development.  I'd interpret this as positive overall for Intel, as it needs engineering leadership—not an accountant—to navigate out of an engineering problem.…

• @patrickmoorhead Patrick Moorhead on x

  A few quick takes on incoming $INTC CEO Lip-Bu Tan: 1/ He has the pedigree...a combo design + fab/foundry experience.  Not too many of those around.  He is a semi icon... 3/The first thing Tan needs to do is determine if/when there will be a split and whether Intel will remain in…

• @nuancerocket @nuancerocket on x

  nobody: literally no one: ... lip bu tan: [image]

• @bullsh1t_buster @bullsh1t_buster on x

  Let's start from firing the BoD and then real changes in DEG and Foundry

• @lexnfx Alexei Oreskovic on x

  Intel found someone brave enough to be its new CEO—but is Lip-Bu Tan a change maker or more of the same? https://fortune.com/...

• @dylan522p Dylan Patel on x

  Bearish for Lip Bu Tan's grandchildren tbh “My wife tells me you supposed to be retired and spend time with your grandchildren, and not busy running Cadence anymore but now you even more busy”

• @gdibner Gil Dibner on x

  He would have no reason to remember me, but I first encountered Lip-Bu Tan on the board of an Israeli startup ages ago - and he is extremely sharp and commercially savvy. Probably exactly the sort of outsider that Intel needs now. Intel appoints Lip-Bu Tan as its next CEO

• @jimgoetz Jim Goetz on x

  honored to have lip-bu tan (lbt) back in the mix as intel's ceo. we had the privilege of working closely with lbt at cadence as an investor. i suspect this will be well received by an ecosystem that understands his ethos. buckle up. @Intel @sequoia [image]

• @jimcramer Jim Cramer on x

  The new Intel CEO is the real deal. Flipping my negativity right here .

• @intelnews @intelnews on x

  Intel appoints Lip-Bu Tan as Chief Executive Officer. https://newsroom.intel.com/...

• @danielnewmanuv Daniel Newman on x

  A couple of quick takes on the LIP-BU TAN appointment as CEO of Intel 1. Expect efficiency—There will be a leaning/cutting of resources, projects, and focus. 2. Split Talk — LIP-BU was known to support a split. This will bring the topic of full split/spin of the foundry back

• @mjholthaus Michelle Johnston Holthaus on x

  Delighted to welcome Lip-Bu Tan to our leadership team as the new CEO of @Intel. Lip-Bu is an accomplished technology leader with a passion for customers and reputation for building winning cultures. We're looking forward to welcoming him to Intel as we work to accelerate our

• @jaygoldberg Jay Goldberg on x

  I'm pretty sure that Lip Bu Tan, and funds he led, have invested in more US semis start ups over the past ten years than all other US institutional VCs combined. Single handedly propped up the whole complex.

• @jiffylu Jeff Lu on x

  Probably the best possible hire Intel could make. Lip Bu is a legend and knows how to navigate the Semiconductor landscape better than just about anyone on the planet.

• @matteastwood Matt Eastwood on x

  Intel names Lip-Bu Tan as CEO. A semiconductor veteran, Tan led Cadence through a massive turnaround, driving 3,200% stock growth & doubling revenue. His deep ties in chip design & foundry ecosystems will be key as Intel pushes forward on its IDM 2.0 strategy.l. $INTC

• @sleepysolcap @sleepysolcap on x

  The new $intc ceo, lip-bu tan would've pushed the stock to the mid 30s if the market didn't collapse. Saying that this was one of like 3 people the board had to get. They got him. This should send Intel if the market doesn't continue its collapse.

• @intel @intel on x

  We are thrilled to welcome Lip-Bu Tan as Intel's new CEO! Here's to Intel's next era of innovation. 🤝

• @benbajarin Ben Bajarin on x

  He has a very focused portfolio of AI startups investments so clearly focused on that segment which is a positive and hopefully translated to product and foundry.

• @jaygoldberg Jay Goldberg on x

  Intel has a new CEO. Very curious where he wants to take the company. https://www.intc.com/...

• @mgsiegler M.G. Siegler on x

  Oh really... https://spyglass.org/... [image]

• @benbajarin Ben Bajarin on x

  And Lip Bu Tan it is as CEO of Intel. Luckily I had a nice chat with him (not about Intel) at a 49er game last year. Good times.

• r/malaysia r on reddit

  US chipmaker Intel appoints Malaysian industry veteran Lip-Bu Tan as CEO

• r/Semiconductors r on reddit

  Intel Appoints Lip-Bu Tan as Chief Executive Officer

• @_ram_ Ram Parameswaran on x

  Powerful and exciting letter from the legendary Lip-Bu Tan. https://newsroom.intel.com/...

• @thetranscript_ @thetranscript_ on x

  $INTC new CEO: “I subscribe to a simple philosophy: Stay humble. Work hard. Delight our customers. When you anchor yourself in those three core beliefs, good things happen. This has been true in every job I've ever had, and it's the way I will approach the work ahead as your CEO”

• @thetranscript_ @thetranscript_ on x

  Intel's new CEO Lip-Bu Tan: “I am joining because I believe with every fiber of my being that we have what it takes to win. Intel plays an essential role in the technology ecosystem, both in the US and around the world” $INTC: +11% AH [image]

• @quinnypig.com Corey Quinn on bluesky

  Initially misread as Dua Lipa is the new Intel CEO, and now I can't help but think that she would have been the more inspired choice.  [embedded post]

• @pastynome @pastynome on x

  AMD, Broadcom, Intel, and Nvidia all have Chinese-American CEOs. And yes, all of the CEOs have an incredible track record when it comes to stock performance. Lip-Bu Tan was a very effective CEO at Cadence (EDA firm).

• @dylan522p Dylan Patel on x

  Intel Foundry's survival is key to America's national and economic security as the only domestic company with advanced logic R&D and manufacturing capability. We hope that Lip-Bu Tan can keep the company alive and at the leading edge. 4/4

• @jynpang John Pang on x

  Lip-Bu Tan joins Hock Tan of Broadcom as another Malaysian-born leader at the head of a major US semiconductor firm. Both trained at MIT. (Broadcom, market cap $910 billion, is 2nd largest after nVidia.) Hock is from Penang and Lip-Bu from my home state of Johor. Both Intel and

• @dylan522p Dylan Patel on x

  Intel needs a culture reset Lip-Bu Tan is a strong choice to respin Intel Foundry into a customer-first organization Given he left the board because of frustration with the slow-moving bureaucracy, he likely will give high priority to speeding up + slimming down the company 1/4

• @i_loves_deep_nn Dr. Kim on x

  Well said 👏 Dylan !

• @runaway_vol Blair Dulder Cpa™ on x

  Lip-Bu Tan is a surprisingly strong choice for intel

• @dylan522p Dylan Patel on x

  This contrasts with some of his predecessors who focused on financial engineering, to Intel's long-term detriment. His experience as CEO of Cadence also bodes well for Intel's PDK issues as he will understand the importance and put appropriate focus there. 3/4

• @dylan522p Dylan Patel on x

  We expect significant restructuring of the slow and ineffective middle management at Intel. Although his recent time was spent in management, Lip-Bu has technical bona fides and should approach the role with a technical eye. 2/4

• @derekhxw Derek Wang on x

  Intel just announced appointing Lip-Bu Tan as CEO. Stock up 12% after hour. Lip-Bu Tan 陈.武 is a prominent Malaysian-born American executive and entrepreneur known for his significant contributions to the technology and venture capital industries. Born on November 12, 1959, [image…

• r/hardware r on reddit

  Reuters |  Intel's new CEO Lip-Bu Tan has a history as a successful underdog