There is a very noteworthy podcast episode this weekend, featuring Chen Liwu participating in No Priors.

This is also his first podcast since taking over at Intel.
There are many key points worth highlighting:
1️⃣ Transformations in Materials Science:
He mentioned shifting focus to advanced packaging technologies like EMIB, glass substrates, as well as new materials such as gallium nitride (GaN), silicon carbide (SiC), indium phosphide (InP), and synthetic diamonds.
2️⃣ Strong Recovery in CPU Demand
The ratio of CPUs to GPUs in data center servers has evolved from 1:8 to 1:4 and even lower.
3️⃣ Intel’s Potential
He predicts that by 2030 to 2032, the outside world will truly recognize Intel’s potential — not only in the traditional core markets of PC clients but also extending into emerging markets like edge computing, physical AI, and intelligent agents AI.
4️⃣ Capability Integration, Offering Custom Chip Solutions
If Intel’s XPU, advanced packaging, and foundry capabilities can be effectively integrated, it will provide customized chip solutions for different workloads, which is his long-term strategic goal for the company.
5️⃣ Terafab Collaboration
Under this partnership framework, Elon Musk has decided to build his own wafer fab, with Intel providing technology and process support to help accelerate production. Chen Liwu stated that he holds weekly meetings with Musk’s team, and the collaboration is progressing smoothly.