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Lip-Bu Tan’s 1.4nm Pivot: A lifeline for Samsung Foundry?

Just four months into his tenure, new Intel CEO Lip-Bu Tan has introduced a decisive shift in strategy. During the company’s second-quarter 2025 earnings call, Tan suggested a potential pause in the development of Intel’s 1.4nm (14A) process, a move that effectively dismantles the IDM 2.0 vision championed by former CEO Pat Gelsinger over the past four years. For the first time in years, Intel no longer appears fixated on directly challenging TSMC.