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IMO, It's just an opportunity to say anything other than "we are laying off to make our operations more cost effective". Oracle has a...
Tuesday at 2:43 PM
This is just an excuse. Its like saying "due to overall economy" as a reason that the company is not responsible for.
Investors...
Tuesday at 2:41 PM
This aligns with what I think.
What is it you think Oracle does a lot of that is the target of AI automation? A lot of what Oracle...
Tuesday at 2:41 PM
From Hsinchu to Kaohsiung, a semiconductor corridor stretching the length of the island of Taiwan has become the nerve center of the...
Tuesday at 2:36 PM
M
I am not an expert in software systems. But I was told by someone there that they are using AI to provide and simplify configuration for...
Tuesday at 2:01 PM
M
Great question.
I do not think the full diagnostic data loop will be owned by one player.
EDA companies are well positioned to extend...
Tuesday at 1:47 PM
O
This is valuable input, thanks!
Tuesday at 1:33 PM
M
Great question.
I do not think this will be owned by one layer alone.
Foundries and OSATs will own much of the process, assembly...
Tuesday at 1:09 PM
M
This highlights a massive venture gap. Because multi-die systems turn silicon into a system-level lifecycle problem, no single player...
Tuesday at 1:08 PM
M
This is just an excuse. Its like saying "due to overall economy" as a reason that the company is not responsible for.
Investors...
Tuesday at 12:09 PM
Are the layoffs due the ridiculous AI financial outlays or due to AI itself? I have a feeling CEO's can now say AI and lay-off with...
Tuesday at 10:46 AM
STORY: Oracle's total workforce declined 13%, or about 21,000 employees, in its fiscal 2026.
It's as the cloud computing giant...
Tuesday at 10:45 AM
M
three pillar in the visitation image
1. Connects fusion digital twin to semiconductor/AI infrastructure thinking without being too...
Tuesday at 10:37 AM
M
https://www.linkedin.com/posts/moh-kolb-49793a271_digital-twins-are-moving-from-visualization-activity-7475234119627591681-VUf-?utm_sourc...
Tuesday at 10:35 AM
K
A few thoughts:
- The CHIPS act would have mostly faded into oblivion, and the "on-shore in USA" push would be substantially less than...
Tuesday at 10:29 AM