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From an industry perspective, the valuation is less surprising than the implied execution plan behind it.
End-to-end EDA development is...
Yesterday at 10:32 AM
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Yesterday at 10:27 AM
S
given the direction of the new management, which is much more certainly of ROI before any investment, they are playing a very LONG game.
Yesterday at 10:23 AM
People always talk about and compare the PPA (Power, Performance, and Area) in the semiconductor industry. In reality, it should be...
Yesterday at 10:03 AM
I
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Yesterday at 9:59 AM
D
Full-year 22nm revenue increases 93% YoY, reaching record high in Q4 2025
2025 earnings per share of NT$3.34
Fourth Quarter 2025...
Yesterday at 9:53 AM
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Yesterday at 9:48 AM
Great analysis! Thanks. Do you have any thoughts on how Intel can get out of this downward spiral?
Dominant does not necessarily mean...
Yesterday at 9:44 AM
S
agree on the non-trivial effort supporting both options. As for the adequate resource, it comes down to whether intel really seriously...
Yesterday at 9:42 AM
S
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Yesterday at 9:39 AM
I think their name will come up soon. Taiwan really is cracking down on IP theft. CC Wei seems to have a much harder line on IP theft...
Yesterday at 9:37 AM
I’m wondering to what extent Japan's Rapidus is involved in this scandal, if at all.
Yesterday at 9:34 AM
S
Not sure I agree with the logic here. Intel's biggest need right now is to fill the fabs. Choosing not to even try to serve a large...
Yesterday at 9:32 AM
It is so easy these days to have AI make some historic financial overview of business performances. Below is a table generated by...
Yesterday at 9:01 AM
M
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Yesterday at 8:52 AM
hist78 reacted to t2msemi2018's post in the thread AI chip startup Ricursive has raised $300M at a $4B valuation, led by Lightspeed Venture Partners. with
Like.
From an industry perspective, the valuation is less surprising than the implied execution plan behind it. End-to-end EDA development is...
Daniel Nenni replied to the thread Taiwan Prosecutors Announce First Major Semiconductor Indictments under New National Security Framework.I think their name will come up soon. Taiwan really is cracking down on IP theft. CC Wei seems to have a much harder line on IP theft...