Meet The Leader
Davos 2024: A conversation with Pat Gelsinger
Jan 18, 2024
Pat Gelsinger, Intel CEO, discusses topics including the role of semiconductors, rebuilding supply chains, materials dependence, technological gap in chip technology, and the significance of research and development in the technology industry.
33:52
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Quick takeaways
- Rebuilding the semiconductor industry in the US and Europe is necessary to ensure economic growth, national security, and a resilient supply chain.
- The future of AI and advanced logic requirements in the semiconductor industry is promising, driven by the demand for high-performance computing and local inference capabilities.
Deep dives
The Significance of Semiconductors in the Global Economy
Semiconductors have become a vital component of the digital age, with most aspects of life becoming more digital. The importance of semiconductors in economic growth and national security has led to increased industrial policy legislation, such as the EU Chips Act and the US Chips Act. Efforts are being made to rebuild the semiconductor industry in the US and Europe, which have seen a decline in market share over the years. Although progress has been made, it takes time to establish new manufacturing facilities and ensure a balanced and resilient supply chain.
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