GoKawiilIntel CEO Lip-Bu Tan says he discussed possible cooperation with AMD's Lisa Su
In a recorded October 24 fireside chat with CASPA president Jimmy Cheng, Intel CEO Lip-Bu Tan said he has spoken with AMD CEO Lisa Su about potential areas of collaboration, though he did not specify what those might involve. Tan also laid out plans to rebuild Intel's CPU business, customize chips for specific customer workloads, and grow its foundry customer base.
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Any cooperation between longtime rivals Intel and AMD would be notable given their decades of competing in CPUs and data center chips, though without details it's unclear whether this means joint technical work, supply arrangements, or something else. Tan's broader comments suggest Intel is trying to shed a reputation for inflexibility and chase newer growth areas like ASICs and co-packaged optics, which could reflect pressure to diversify revenue as its core CPU dominance has eroded.
- Intel CEO Lip-Bu Tan says he has spoken with AMD CEO Lisa Su about potential collaboration, with no specifics disclosed
- Tan says Intel must reclaim CPU leadership and is now willing to customize chips for customer needs
- Tan named ASICs, co-packaged optics, physical AI, and advanced packaging as areas he wants to grow to roughly 10% of revenue each
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Published there as: “Intel's Lip-Bu Tan has spoken with Lisa Su about potential collaboration with AMD”
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