Tan: AI Factories and Semiconductor Foundries Require Sovereign and Government Capital
Lip-Bu Tan · Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan · Jun 18, 2026 · at 36:40
Intel CEO Lip-Bu Tan explains the capital stack needed to finance advanced foundries and AI physical infrastructure.
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“And then in terms of the capital intensive, like AI in a factory and also the foundry, and then you really need to tap either government funding or some sovereign fund, and also some very big capital. You know, there's some big fund that doing that, and they're really, the fund they've organized is basically support the infrastructure. And we like to tap into some of them and then to make sure that they can scale our operation. So I think in overall, government, sovereign funds have become very important.”
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