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S
an indirect way to look at how much % chip development system or hyperscaler have is to look at EDA revenue distribution. I have seen...
May 21, 2026
Amazon CEO Andy Jassy recently revealed that Amazon’s in‑house semiconductor group has a revenue run rate of $50 billion a year, if it...
May 21, 2026
M
correct and half of the external is not really external.... it is Altera.
the revenue increase in Q1 2016 was due to 18A wafers being...
May 21, 2026
Deal struck just hours before planned action, subject to workers' vote, suspends billions of dollars worth of potential losses
Samsung...
May 21, 2026
K
Your concerns are valid. A longer time to tape-out might not be such a bad thing, as long as milestone planning objectives are...
May 21, 2026
B
Good question. In my opinion, the semiconductor market has changed dramatically and continues to change rapidly. For example...
May 21, 2026
K
I don't agree. Metal layer steppings are effective only when you can fix a problem just by altering interconnects. If you need to...
May 21, 2026
K
Watch or read the whole transcript of this presentation..... not just articles and AI summaries LBT shares EVERYTHING and is very honest...
May 21, 2026
Good question. In my opinion, the semiconductor market has changed dramatically and continues to change rapidly. For example...
May 21, 2026
Then you need to include all the packaging houses in the external foundry camp. In that case, IFS is not currently a top 20 source of...
May 21, 2026
Do Intel want market share or increase in revenue in your opinion?
Would they be happy with 40Bn in revenue if market share stayed...
May 21, 2026
I did some calculations, and here are the actual figures showing the percentage of Intel Foundry’s revenue that came from external...
May 21, 2026
Watch or read the whole transcript of this presentation..... not just articles and AI summaries LBT shares EVERYTHING and is very honest...
May 21, 2026
Watch or read the whole transcript of this presentation..... not just articles and AI summaries LBT shares EVERYTHING and is very honest...
May 21, 2026
hist78 replied to the thread Intel 10% by 2030 still?.Amazon CEO Andy Jassy recently revealed that Amazon’s in‑house semiconductor group has a revenue run rate of $50 billion a year, if it...
Daniel Nenni replied to the thread Samsung narrowly avoids 18-day chip strike after last-minute wage deal with 48,000-worker union.Go Micron!
Like.
Your concerns are valid. A longer time to tape-out might not be such a bad thing, as long as milestone planning objectives are...
Xebec reacted to MKWVentures's post in the thread Intel's Lip-Bu Tan: "B0 you keep your job, anything about that you are fired" with
