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Don't think it's the former (for a welcome change). Here's what the Synopsys CEO actually said:
“Our results were primarily impacted by underperformance in the IP business as we had the expectation of deals that did not materialize, driven largely by the following three factors: one, new export...
You really don't get it, do you ? This is getting extremely tiresome.
By all means do your own "note taking" for your own use.
If you want to add some commentary around Intel, then do some original work of your own and add value. Like most of us manage to do on here (and which should not be...
Thanks, that's useful.
But note that Zinsner was commenting on the *current situation*. Not what's going to happen in 3/6/9/12 months time. I assume he should know the current situation. Of course, that might not be a very meaningful metric (or leading indicator) at this point. But he raised it.
This appears to be written as if the USA was planning to get involved in (or perhaps even start) an "AI war" (whatever that is supposed to mean). That's far from certain. And certainly not desirable. This sort of approach and planning might make it more likely though. Is that wise ?
This just...
So, let's take this statement (implied that it was made by David Zinsner, if the AI filtering didn't get that wrong):
Current Outsourcing: Intel is "probably at a relatively high level of outside wafers" currently, around 30% external versus 70% internal.
Two obvious comments here:
1)...
Hm ... well when someone starts quoting "Logic Density" in "MTr" units and implies they know the values to 5 significant figures, I do start to wonder about the reliability of the data (even before doing any further checking). Doesn't seem to be able to spell Rapidus either.
There are plenty of wars going on around the world not involving semiconductors. Indeed, the arguably largest and longest running is in the DRC (in Africa). They just don't get reported on.
Very low quality article (the grammar's appalling - so it can't be AI slop ?!). Riddled with errors and...
[This probably needs a whole new thread]
There are some indications that ARM is looking at producing complete chiplets - i.e. that it may move into actually creating designs in silicon. So the clear separation they've maintained up to now may not last. Indeed, some of their customers might be...
"We must build refinery capacity within our own country" !!! Keeps talking about "refining". Clearly knows something about fabs we don't.
This guy is an utterly vacuous waste of time. The interviewers are equally out of their depth.
Prompted by seeing a new article from Claus Aasholm at Semiconductor Business Intelligence (who deserves all the credit for this insight and has some of the best data graphics I've ever seen).
He rightly points out that even as we pass [probably] the period of maximum pessimism around Intel and...
My son's reported an update (below).
The original film (the half I got to see before the takedown) was very well-balanced reporting and resisted any temptation to over-simplify this complex story into good guys and bad guys.
Well, Bloomberg have decided to change all that and decisively claim...
There is no more reason that the disruption would come from an existing IDM than it would from a foundry. And every chance if might come from somewhere unexpected - even China.
Uneccessarily disrepectful to TSMC who clearly must be a little more than a mere "cookie cutter foundry" to have...
I'm not sure I understand this concern.
If Intel Products becomes uncompetitive (not something I'm well qualified to comment on), that will be because something new and more competitive has come along and supplanted it in the marketplace. And the customers would be benefting from the improved...
Alternatives ? Several of us have repeatedly suggested that IFS needs to be split from Intel products in order to produce a viable foundry company. In all the excitement of the ever increasing Intel newsflow we appear to have lost track of some basic business fundamentals. Why would a company -...
I suspect we ought to read that just as we would a Trump quote - seriously, but not literally as many often say.
I would be astonished if this is what LBT really believes.
Let's assume for a moment that he does. If a 10% government stake is good, why stop there ? Wouldn't 20% be even better ...
Usually an excellent and well-informed channel. But the host admits this is essentially an interesting brainstorming thought that came into his head rather than something he's really thought through.
He never really explains what's in this for nVidia - just why they should give up their IP and...
