Silicon & AI | Lip-Bu Tan, CEO, Intel & Jeetu Patel

章节 1：临危受命与英特尔的双重战略

📝 本节摘要：

在访谈的开篇，主持人Jeetu Patel表达了对Lip-Bu Tan的高度敬意，并称英特尔为“国宝级”企业。Lip-Bu Tan回顾了自己接手英特尔高层职位的决策过程——尽管朋友因任务艰巨而劝阻，但他出于对这家标志性公司及其对美国半导体产业重要性的考量，在获得家人支持后毅然上任。他将过去10个月的经历形容为“在地图之外行军”（marching off the map），意指充满未知挑战。他强调了英特尔当前的双重战略结构：平衡内部产品研发与极具战略意义的代工业务（Foundry），并确认代工业务将致力于服务外部客户。

[原文] [Jeetu Patel]: you have a very unique record in my life do you know what that is the speed at which I have developed a friendship with you i don't think I've developed with anyone else and it's not a function of me i think it's a function of just how good you are at uh doing the kind of amount of things that you do uh on a regular basis but um thank you for coming here

[译文] [Jeetu Patel]: 在我的人生中，你创下了一个非常独特的记录，你知道是什么吗？那就是我和你建立友谊的速度。我不认为我和其他任何人有过这样的经历。这不在于我，而在于你在日常处理大量事务方面是多么出色。无论如何，谢谢你的到来。

[原文] [Jeetu Patel]: well thank you for inviting um tell us a little bit about Intel is a national treasure intel has gone through some tough times um you are bringing it back again to life but there's so much that needs to get done walk us through the current state of Intel where do you think it is where do you think it should go how should people think about it

[译文] [Jeetu Patel]: 谢谢邀请。给我们讲讲英特尔吧，它是国宝级的企业。英特尔经历了一些艰难时期，你正在让它起死回生，但还有很多事情要做。请带我们了解一下英特尔的现状，你认为它处于什么位置？应该往哪里发展？人们应该如何看待它？

[原文] [Lip-Bu Tan]: yes I think first of all I joined the board for two years and learn some things going on a lot of good friend of mine from Intel and uh it took me a while to decide to take this role and they say you know that's not easy a lot of My friend told me don't do it and you have a great reputation you know in the venture investment that is you know you you love it and why to take on this one but finally I decided you know this is iconic company is very important for the industry and also for United States so I finally convinced my wife let me do it one more,

[译文] [Lip-Bu Tan]: 是的，首先，我加入董事会两年了，了解了一些情况，也有很多来自英特尔的好朋友。我花了一段时间才决定接受这个角色。他们说，你知道这不容易，我的很多朋友告诉我不要做，你在风险投资领域声誉卓著，你也热爱这一行，为什么要接这个烫手山芋？但最终我决定，这是一家标志性的公司，对整个行业乃至美国都非常重要，所以我终于说服了我的妻子，让我再做一次。

[原文] [Lip-Bu Tan]: and so after cadence and he support me to do it one more time and just to update I think I just passed uh 10 months coming to 11 months and uh you know I kind of call it marching off the map so something that uh some of the surprises I don't even know you know uh start you have to kind of reacting at the real time basis and learn from it so in some way I think it's good to have and then just update and uh we have a very complex company you have a foundry that's strategically very important and then the other part is the product and then um you know so clearly you need to balance the two

[译文] [Lip-Bu Tan]: 在Cadence之后，支持我再做一次。更新一下近况，我想我刚过了10个月，快11个月了。我把这称为“在地图之外行军”（marching off the map），也就是说有些意外是我根本不知道的，你必须实时做出反应并从中学习。某种程度上，我认为这很好。简单更新一下，我们有一家非常复杂的公司，你有一个在战略上非常重要的代工业务（Foundry），另一部分是产品业务，显然你需要平衡这两者。

[原文] [Jeetu Patel]: and do you believe your foundry business becomes um a general purpose foundry that's outside of just your products

[译文] [Jeetu Patel]: 那么你是否认为你们的代工业务会成为一个通用的代工服务，而不仅仅是服务于你们自己的产品？

[原文] [Lip-Bu Tan]: yes and so that's the intent,

[译文] [Lip-Bu Tan]: 是的，这就是我们的意图。