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Intel appoints Lip-Bu Tan as its CEO

reuters.com

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Re: Intel appoints Lip-Bu Tan as its CEO

#61

Post by alterom »

tester756 wrote: post #3

What does he bring over Pat or Michelle?

>What does he bring over Pat or Michelle?

Understanding everything it takes to design a chip, after spending 15 years leading the company that makes software tools for chip design, perhaps.

Cadence Design Systems, that is. I worked there for a couple of years on computational lithography/optical proximity correction software that we licensed to TSMC and Micron. If you don't know about Cadence, well, you don't know about silicon.

Some of the biggest EDA tools come from companies that use them for a reason (NX by Siemens, CATIA by Dassault, ...).

Those are the same reasons that make Lip-Bu Tan a great choice for the position.

Re: Intel appoints Lip-Bu Tan as its CEO

#62

Post by markus_zhang »

nickpsecurity wrote: post #46
alecco wrote: post #22

Earlier quoted context omitted.

> That's what I'm trying to understand. His educational background was in Physics/Nuclear Engineering so he's obviously a smart guy, and he was CEO/Chairman of Cadence for 15 years, but other than that his 40+ year career has most been in VC and being on the boards of an incredibly large number of companies. He is no Pat. He is no Andy. He is a business guy with some hard science behind (not electronics per se). It d…

Anyone that's successfully been running hardware companies would be where I'd start. Offer the best of them much more money than they're currently making. Actually, hire a dream team of them. Turning Intel around would be worth paying a high price.

Given the current situation of Intel, it might need a lot of house cleaning to make any strategy work.

Re: Intel appoints Lip-Bu Tan as its CEO

#64

Post by bee_rider »

la64710 wrote: post #56
Alupis wrote: post #39

Earlier quoted context omitted.

> The current CEO was supposed to be a down to earth, technical, no bureaucracy guy as well. Turning a ship the size of Intel is a super power in it's own right. Especially one with such a large entrenched bureaucracy as Intel has. Politics aside for a moment - we're seeing the death bellows of many large, entrenched bureaucracies right now with DOGE - the main difference is the fight is in full public view instead o…

It’s a well written comment. Just because you disagree is no reason to downvote a well written comment.

The comment (despite protests to the contrary) injected politics unnecessarily and a bit randomly (there’s no particular reason to believe Intel and the US government are very similar).

Re: Intel appoints Lip-Bu Tan as its CEO

#66

Post by ethbr1 »

bee_rider wrote: post #64
la64710 wrote: post #56

Earlier quoted context omitted.

It’s a well written comment. Just because you disagree is no reason to downvote a well written comment.

The comment (despite protests to the contrary) injected politics unnecessarily and a bit randomly (there’s no particular reason to believe Intel and the US government are very similar).

> (there’s no particular reason to believe Intel and the US government are very similar)

Large monopolies with limited market pressure to innovate?

Re: Intel appoints Lip-Bu Tan as its CEO

#68

Post by Veserv »

alterom wrote: post #59
DebtDeflation wrote: post #8

Earlier quoted context omitted.

That's what I'm trying to understand. His educational background was in Physics/Nuclear Engineering so he's obviously a smart guy, and he was CEO/Chairman of Cadence for 15 years, but other than that his 40+ year career has most been in VC and being on the boards of an incredibly large number of companies. https://en.wikipedia.org/wiki/Lip-Bu_Tan https://www.linkedin.com/in/lip-bu-tan-284a7846/details/expe...

>he was CEO/Chairman of Cadence for 15 years, but other than that Oh, so he's only been leading one of the handful of companies making the full software suite for all stages of silicon design and simulation for 15 years, no biggie. You're aware what kind of company Cadence is, are you?

I know, right? John Sculley ran the, at the time, most successful computer maker, Apple, for 10 years. Brian Krzanich ran the, at the time, largest chip maker, Intel, for 6 years. They were the authorities; their decision-making and abilities running businesses in those industries must have been impeccable to do so for so long.

Re: Intel appoints Lip-Bu Tan as its CEO

#69

Post by bsdice »

t1234s wrote: post #65

Does Intel have any path to its stock price going 10x?

A few years after the first battle over Taiwan has taken place.

There has been news about Broadcom and NVidia testing their designs on Intel process nodes. Which is arguably worse in at least two respects, they are behind TSMC in density and also proprietary software tooling at Intel. After the 13000/14000 CPU chip death issues possibly also in regard to reliability. But they still want to do it.

Although this page in the history books is not yet written, companies hedging their bets this way is a really bad sign.

Re: Intel appoints Lip-Bu Tan as its CEO

#70

Post by gessha »

la64710 wrote: post #56
Alupis wrote: post #39

Earlier quoted context omitted.

> The current CEO was supposed to be a down to earth, technical, no bureaucracy guy as well. Turning a ship the size of Intel is a super power in it's own right. Especially one with such a large entrenched bureaucracy as Intel has. Politics aside for a moment - we're seeing the death bellows of many large, entrenched bureaucracies right now with DOGE - the main difference is the fight is in full public view instead o…

It’s a well written comment. Just because you disagree is no reason to downvote a well written comment.

"Politics aside for a moment" and then following up with politics is at the very least a logically inconsistent statement.

Logical inconsistencies aside for a moment, the comment would've carried a little more weight if cited any sources for their claims.

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