From subsidies to subtraction: Lip-bu Tan rewrites Intel’s revival playbook

The semiconductor industry rarely sees such a stark contrast in leadership philosophy as the one emerging between Intel’s current and former CEOs. Pat Gelsinger, who recently stepped down after failing to engineer Intel’s revival, now offers strategic advice to Japan’s Rapidus on challenging TSMC. Meanwhile, his successor, Lip-Bu Tan, has wasted no time in his emergency appointment, announcing significant layoffs just three months into his tenure.

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AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth

Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second quarter of 2025. Industry analysts expect demand to intensify further in the third quarter of 2025, providing fresh momentum for the broader AI server ecosystem in the second half of the year.

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