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S
and growing every week. We are in another golden age of EDA since late 90/early 2000
Mar 12, 2026
S
I cannot think of a more fertile ground for chip start-ups in my 40+ year career. I am currently tracking 25+ AI EDA companies which is...
Mar 12, 2026
S
people design the shovel and people making the shovel
Mar 12, 2026
S
Build in Ireland is ramping. Fab 52 build is ramping (Partners own rights to half of those). Oregon is useful if Intel keeps doing...
Mar 12, 2026
I cannot think of a more fertile ground for chip start-ups in my 40+ year career. I am currently tracking 25+ AI EDA companies which is...
Mar 12, 2026
K
A new AI chip startup is quietly taking shape in Zhubei
Tranxform was founded by two veteran engineers with deep roots in the global...
Mar 12, 2026
M
Good input. I have worked with a number of companies who buy from TSMC. They are amazing at finding ways to get needed output to their...
Mar 12, 2026
M
Build in Ireland is ramping. Fab 52 build is ramping (Partners own rights to half of those). Oregon is useful if Intel keeps doing...
Mar 12, 2026
M
agreed the only Intel product i see them using it for is Coral Rapids somewhere in 28
Mar 12, 2026
You can't survive with 70k base salary in the bay area but you can in taiwan
Mar 12, 2026
S
NVL Tape out was Q3 from what I remember not sure though
Mar 12, 2026
E
You can't survive with 70k base salary in the bay area but you can in taiwan
Mar 12, 2026
S
The tooling to make this is common though for the most part
Mar 12, 2026
S
Hey, I resent that -- I'm not a backend guy, I'm a high-speed custom mixed-signal / technology guy... ;-)
(but I talk to both front-end...
Mar 12, 2026
S
AFAIK Vera Rubin uses N3 while Hopper uses N4. I think they don't even use same CoWoS and memory(HBM4 vs HBM3E). Not sure what's shifted...
Mar 12, 2026
Like.
I cannot think of a more fertile ground for chip start-ups in my 40+ year career. I am currently tracking 25+ AI EDA companies which is...
Daniel Nenni replied to the thread A New Wave of Silicon Valley Returnees? Qualcomm and Apple Veterans Launch AI Chip Startup in Taiwan.I cannot think of a more fertile ground for chip start-ups in my 40+ year career. I am currently tracking 25+ AI EDA companies which is...