Ex-Intel CEO: Custom AI chips won't solve industry's critical shortage

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Former Intel CEO Pat Gelsinger has cautioned that major tech companies designing their own AI chips will not fix the industry's most significant shortage. He explained that manufacturing silicon is inherently a slow process, unaffected by how quickly chips are designed. Gelsinger highlighted that memory bandwidth and packaging technology also present key bottlenecks limiting AI performance. He further stated that semiconductor engineering remains complex in many areas, even with increased automation.

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