# Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2025-04-07
- Length: 28m
- Episode: 113
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2025-04-07-episode-112-talking-x86-and-intels-future-with-intel-product-ceo-michelle-johnst
- Listen: https://share.transistor.fm/s/264acb67

## Summary

Michelle Johnston, CEO of Intel Products, discusses Intel's cultural shift toward customer-centricity and its strategy to compete in the AI and chiplet markets. She explains how Intel is leveraging its foundry and packaging capabilities to offer customizable chiplet solutions, aiming to reinvigorate the x86 ecosystem by allowing customers to mix and match components. Johnston also addresses the challenges of entering the AI accelerator market, emphasizing the need for rapid iteration and humility to gain a seat at the table against established competitors like NVIDIA.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2025-04-07-episode-112-talking-x86-and-intels-future-with-intel-product-ceo-michelle-johnst#t=6) Introduction and Leadership Philosophy
- [3:24](https://hardwarepodcasts.com/podcast/the-circuit/2025-04-07-episode-112-talking-x86-and-intels-future-with-intel-product-ceo-michelle-johnst#t=204) Cultural Shift and Customer Listening
- [5:57](https://hardwarepodcasts.com/podcast/the-circuit/2025-04-07-episode-112-talking-x86-and-intels-future-with-intel-product-ceo-michelle-johnst#t=357) Intel Foundry and Product Relationship
- [8:15](https://hardwarepodcasts.com/podcast/the-circuit/2025-04-07-episode-112-talking-x86-and-intels-future-with-intel-product-ceo-michelle-johnst#t=495) Choosing Foundry Partners and TSMC
- [12:42](https://hardwarepodcasts.com/podcast/the-circuit/2025-04-07-episode-112-talking-x86-and-intels-future-with-intel-product-ceo-michelle-johnst#t=762) Reinvigorating x86 and Intel Architecture
- [15:15](https://hardwarepodcasts.com/podcast/the-circuit/2025-04-07-episode-112-talking-x86-and-intels-future-with-intel-product-ceo-michelle-johnst#t=915) The Chiplet Era and Customization
- [20:02](https://hardwarepodcasts.com/podcast/the-circuit/2025-04-07-episode-112-talking-x86-and-intels-future-with-intel-product-ceo-michelle-johnst#t=1202) Entering the AI Accelerator Market
- [24:05](https://hardwarepodcasts.com/podcast/the-circuit/2025-04-07-episode-112-talking-x86-and-intels-future-with-intel-product-ceo-michelle-johnst#t=1445) New CEO Pat Gelsinger and Future Outlook

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Leadership, teams & culture](https://hardwarepodcasts.com/topic/leadership-and-culture)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Industrial & consumer product design](https://hardwarepodcasts.com/topic/industrial-design)

## Most relevant to

large enterprises

## Mentioned

- Intel (company)
- TSMC (company)
- x86 (other)
- Jaguar Shores (product)
- Alchemist (product)
- BattleMage (product)
- Zion (product)
- IBM (company)

## Related episodes from other shows

- [Lip-Bu Tan's Intel](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-03-21-lip-bu-tans-intel) (Oxide and Friends)
- [Intel after Gelsinger](https://hardwarepodcasts.com/podcast/oxide-and-friends/2024-12-05-intel-after-gelsinger) (Oxide and Friends)
- [Season 5 of Moore's Lobby is Coming Soon](https://hardwarepodcasts.com/podcast/moores-lobby/2022-09-06-season-5-of-moores-lobby-is-coming-soon) (Moore's Lobby)
- [Intel VP Aims to Deliver AI Everywhere and to Everyone](https://hardwarepodcasts.com/podcast/moores-lobby/2022-11-08-intel-vp-aims-to-deliver-ai-everywhere-and-to-everyone) (Moore's Lobby)
- [Managing in a Pandemic | Intel: Meet The New Boss | Arm @ 30](https://hardwarepodcasts.com/podcast/ee-times-current/2021-01-22-managing-in-a-pandemic-intel-meet-the-new-boss-arm-30) (EE Times Current)

## Citing this page

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