Chipmakers have grown complacent, former Intel CEO says
According to a PowerPoint presentation reviewed by Semafor, former Intel CEO Pat Gelsinger said the industry is failing to innovate on new technologies that could create exponential performance gains.
Former Intel CEO Pat Gelsinger has expressed concern over the semiconductor industry's complacency, according to a presentation viewed by Semafor. The industry leader argued that the sector has become too laid-back and is failing to innovate on new technologies that could lead to exponential performance improvements. Despite the AI boom driving record demand across the semiconductor stack, current technologies are nearing their limits, Gelsinger warned.
This includes lithography for circuit imprints, inter-chip connectivity technology, and server cooling systems, all of which are beginning to encounter physical constraints. The presentation urged the industry not to wait for physical limitations to force change, highlighting several new advancements in optics, power management, and cooling that remain unadopted.
Gelsinger also named several emerging companies, including some backed by Playground Global, the venture capital firm he now leads, emphasizing the need for AI to achieve a 10,000-fold improvement. He stressed that the industry's goal should not be incremental chip enhancements but the development of entirely new systems.
Written by urgent.news from Semafor's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
