Intel CEO: Starting to develop a new memory architecture similar to the CPU+memory stack

Comparing news, Intel CEO Chen Liwu said as a guest on the latest TechSurge podcast:

We're excited about Agentic AI, and the CPU demand is huge. I get a lot of calls from CEOs every day, and they all want more CPUs, so we have to push hard at CPU production to make sure we can meet their needs. Second, there are new architectures for some CPUs to meet some of the new requirements. Also, I think in terms of CPU and memory, we have many ways to stack and cooperate, and we also need to explore some new memory architectures.

I think to some extent, there isn't enough innovation in the memory field, so there really is some good room here. I didn't invest in memory before because I thought it was a bit like a commodity business, but now things are different, and a lot of new stuff is popping up. So we're watching -- one of my personal interests is to look into some new memory architectures. Also, you should have seen the news. I invited my good friend Shock Lee (Lee Seok-hee), who used to be the head of SK Hynix, so you can probably guess what I'm thinking about — even though we're not ready to make it public, I'm always thinking about some direction.

I look at short, medium, and long term needs. Usually, when I join a startup, I spend 10 years, 10 years; at Cadence (Cadence Electronics), it's 15 years at Intel (Intel). I also told the board that I'm not just a short-term person; I'm looking at the future in 10 or 15 years—how can we build a bigger platform that actually benefits the entire industry? And being able to contribute a little bit to the industry is also quite interesting.