Intel’s new CEO lipboo tan was organized Her first income call Total investors and banking with the usual call of Big Wiggs. With promising to shape the company, including the administrative structure “flattened” and each one needs to go to the office four days a week, Tan revealed the desire for a “contribution with the industry leader” in the AI with tantalizing.
Specifically, on the role of Intel’s plans for AI hardware and the X86 chips, Tan said, “We are going to look for partnerships with an aimed Silicon and a software to make this platform improve for this platform.”
Therefore, the context is unclear hardware. But it is not completely clear which “leader” is referring to the tan. Many people will argue that industry leaders in AI hardware are Nvidia with their latest black well architecture. In this case, Tan can hope that as an alternative to arm -based CPUs in the latest DGX machines of N Vidia, maybe the full solution of N. Vidia in the rack machines to take action on AI.
On the other hand, the tan may mean “leader” in terms of AI models, which you can argue that is an open, even if the lead AI processing in the case of Open AKLM technology is much more ambiguous than NVIDIA dominance in GPU. And that can mean customs AI chips for an open.
In any way, Tan admitted that it would take time to fulfill that desire. “We are taking a comprehensive approach to new shape of our portfolio of new and emerging AI work burden to improve our products. We are making the necessary adjustments in our product roadmap so that we can perform well in the class products while focusing on the laser, while focusing on this time. These changes will not happen. “
Accidentally, Tan also revealed that he spoke to TSMC’s Morris Chang and Chi Chia (CC) V, the founder of the former TSMC, who is its current CEO. “Morris and CC are my very long -time friends. And we also met recently, trying to find the areas we can cooperate with, so that we can create a winning situation.”
Does this refer to a number of reports of a joint venture between Intel and TSMC, after which Intel’s chip production is overcome? This is a question of Billion 64 billion.
Meanwhile, it seems that the tan itself is taking a strong stand on Intel. We reported plans to reduce Intel’s workforce 20 % earlier this week. Tan did not specifically announce the move, but it indicated that the deduction would be needed.
“Organizational complications and bureaucrats have been diminishing, which we need to win,” said Tan, Tan said, “Tan said,” Tan said, “We will significantly reduce the number of layers coming in our way. As a first step, I have made my leadership.”
Tan also wants Intel workers back to the office. “We are making a four -day return policy a week, which is an effective Q3 2025. I know the power of teamwork myself, and this process is necessary to re -enter the environment working with more cooperation.”
Finally, there was nothing new in the case of product or Fab consumers. Intel confirmed its commitment to launch its next General Panther Lake CPU on its critical 18A node later this year. But lipsbuine did not announce any new customers for Intel Foundry, and when it comes to high-speed projects, it did not provide any details to take advantage of the growing AI revolution, besides saying that the company has been flown to AI-capable PC.
As has been the case for many years now, Intel has a lot to prove. And waiting for a clear indication of return to the form.
