Lip-Bu Tan

12 statements across 1 episodes · 5 bullish · 1 bearish · 1 people on the record · first statement Jun 18, 2026 by Lip-Bu Tan · across every show →

On the record as a speaker too: Lip-Bu Tan's record, appearances and statements → this page counts the times other people say the name.

Everything said about Lip-Bu Tan, oldest first

Jun 18, 2026
Disclosure
Tan: Invested in Diamond Foundry for semiconductor packaging applications
“I also starting to look at artificial diamond. And that's another very good, you know, insulator. So I also invest into, you know, diamond foundry.”
Lip-Bu Tan Jun 18, 2026 ▶ 17:28 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
Jun 18, 2026
Disclosure
Tan: All Intel engineers report directly to the CEO
“And also the other part, from day one, I decided all the engineers report to me.”
Lip-Bu Tan Jun 18, 2026 ▶ 3:47 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
Jun 18, 2026
Assertion Not checkable as stated
Tan: Nine in Ten Portfolio Startups Pivot Midstream
“Nine of the 10 companies I invest, halfway they change their business plan because market have changed.”
Lip-Bu Tan Jun 18, 2026 ▶ 30:14 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
Jun 18, 2026 negative
Assertion Supported
Tan: President Trump asked him to resign over conflicts of interest
“Well, the most surprising that I don't learn from my previous job or even training is one day early morning, President Trump asking me to resign and a conflict of interest, and there's no exceptions.”
Lip-Bu Tan Jun 18, 2026 ▶ 2:02 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
Jun 18, 2026
Disclosure
Tan: Invested in 3D Glass Solutions for advanced glass packaging
“And then in terms of packaging, I started to invest into glass. Glass is a very good heat Insulator. So we, I even invest in a venture site called three DGS.”
Lip-Bu Tan Jun 18, 2026 ▶ 16:59 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
Jun 18, 2026
Disclosure
Tan: Intel CEO personally handles all recruitment without search firms
“By the way, all the recruitment, I do it myself. No search firm helping.”
Lip-Bu Tan Jun 18, 2026 ▶ 7:23 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
Jun 18, 2026 bullish
Disclosure
Tan: Setting goal of 10x shareholder return at Intel within a decade
“So it's hard to do that at Intel because the base is bigger. So I kind of said, okay, let's do it at 10 X, you know, and then, and five years, 10 years, we can Do Xx. I think it's a good return. Being a venture capital at heart. That's kind of my goal.”
Lip-Bu Tan Jun 18, 2026 ▶ 40:49 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
Jun 18, 2026 positive
Assertion Supported
Tan: Cadence delivered an ~85x shareholder return under his leadership
“You know, at Cadence, when I stepped down as a CEO, I think we make about close to 76 times, you know, starting from interim CEO, two dollar 42 cents. And then when I retired as security chairman, about 85 times return to the shareholder.”
Lip-Bu Tan Jun 18, 2026 ▶ 40:31 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
Jun 18, 2026 positive
Assertion Partly supported
Tan: Jensen Huang's $5B Intel investment is now worth $25B+
“Secondly, very happy that Jensen Huang, my old time friend, he also put five billion in investing and support me. And I'm glad I at least do some good work. It's five billion become twenty five billion now and or more.”
Lip-Bu Tan Jun 18, 2026 ▶ 4:56 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
Jun 18, 2026 positive
Prediction Open · timeframe Jun 2031
Tan: Chip manufacturing will reach 10A and 7A nodes despite escalating costs
“So I think I can see, you know, right now we have A and then now going to production of A, I can see 10 and seven. And so I think that path, I think we can get there, but couldn't it be more and more expensive and more difficult to do?”
Lip-Bu Tan Jun 18, 2026 ▶ 15:50 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
Jun 18, 2026 positive
Insight
Tan: Chip startups should target hyperscalers on day one, even granting warrants
“The next thing is look at, it's very important from day one, you'd have to target the first customer. And usually I like the customer is hyperscale. They have the scale. If they like what you have, they're willing to pay millions of dollars next few years. And…”
Lip-Bu Tan Jun 18, 2026 ▶ 24:55 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
Jun 18, 2026 neutral
Disclosure
Lip-Bu Tan reports 159 IPOs, 126 M&A exits across his investment career
“You know, I still have 159 IPO, one 126 you know, M&A. And that's include semiconductor. Just break down to semiconductor. I invest over the years 200, and 38% is in US.”
Lip-Bu Tan Jun 18, 2026 ▶ 22:40 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
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