# Lip-Bu Tan's Intel

- Show: [Oxide and Friends](https://hardwarepodcasts.com/podcast/oxide-and-friends)
- Published: 2025-03-21
- Length: 1h 22m
- Episode: 10
- Page: https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-03-21-lip-bu-tans-intel
- Listen: https://share.transistor.fm/s/59bf46b3

## Summary

Bryan Cantrill, Adam Leventhal, and Reuters reporter Max Cherney discuss Intel's appointment of Lip-Bu Tan as its new CEO, analyzing his mandate to overhaul manufacturing, restart AI efforts, and cut middle management. The hosts speculate on Tan's strategy regarding Intel's foundry business, potential alliances with Cadence, and the cultural challenges of turning around the company, while also sharing anecdotes about guest Bryan Russett's cooking and a 3D-printed bust of John von Neumann.

## Chapters

- [0:00](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-03-21-lip-bu-tans-intel#t=0) Introduction: Cooking with Oxide and Friends and the John von Neumann Bust
- [11:12](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-03-21-lip-bu-tans-intel#t=672) Morris Chang's Critique of Pat Gelsinger and Intel's Leadership
- [14:17](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-03-21-lip-bu-tans-intel#t=857) Lip-Bu Tan's Appointment and the Delay in Announcement
- [23:24](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-03-21-lip-bu-tans-intel#t=1404) Tan's Mandate: AI, Foundry, and Cultural Reform
- [41:20](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-03-21-lip-bu-tans-intel#t=2480) Intel's Foundry Business and the AMD/GlobalFoundries Analogy
- [55:39](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-03-21-lip-bu-tans-intel#t=3339) OneAPI, RISC-V, and Future Strategic Moves

## Topics

- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Leadership, teams & culture](https://hardwarepodcasts.com/topic/leadership-and-culture)

## Most relevant to

large enterprises

## Mentioned

- Intel (company)
- Lip-Bu Tan (other)
- Pat Gelsinger (other)
- Morris Chang (other)
- Cadence (company)
- AMD (company)
- GlobalFoundries (company)
- OneAPI (product)
- RISC-V (other)
- IBM (company)
- John von Neumann (other)

## Related episodes from other shows

- [Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...](https://hardwarepodcasts.com/podcast/the-circuit/2025-04-28-episode-115-intel-earnings-tsmc-symposium-tariff-updates) (The Circuit)
- [Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value](https://hardwarepodcasts.com/podcast/the-circuit/2024-12-06-episode-96-the-state-of-intel-post-pat-g-product-roadmap-focus-foundries-strateg) (The Circuit)
- [Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston](https://hardwarepodcasts.com/podcast/the-circuit/2025-04-07-episode-112-talking-x86-and-intels-future-with-intel-product-ceo-michelle-johnst) (The Circuit)
- [Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings](https://hardwarepodcasts.com/podcast/the-circuit/2025-04-21-episode-114-more-semi-tariff-chaos-lip-bus-plan-tsmc-earnings) (The Circuit)
- [IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King](https://hardwarepodcasts.com/podcast/the-circuit/2024-02-26-ifs-connect-takeaways-nvidia-earnings-as-the-new-semiconductor-king) (The Circuit)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-03-21-lip-bu-tans-intel. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to Oxide and Friends.