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B
This is why they were so blinded and failed and missed every opportunity that presented in the last twenty years
Jun 29, 2025
B
The competitive moat and barriers in AI are huge as are the ones in Foundry for Intel.
Also in datacenter as well as client AMD is...
Jun 29, 2025
R
We will need to see when Panther ramps and hits real yield goals before declaring 18A successful
Jun 29, 2025
B
We will need to see when Panther ramps and hits real yield goals before declaring 18A successful
Jun 29, 2025
S
I think that's where performance gains vs manufacturing cost matters. In current BSPDN design, It's possible to separate...
Jun 29, 2025
D
I have heard that China is developing very rapidly in this area.
Jun 29, 2025
D
I don't believe it.
If it's customized design rules,the area should be smaller and speed should be higher.
Jun 29, 2025
D
At least not today.
I am in bitcoin .
The cost of transistor is cheaper for every new generation.
OK , maybe not half price.
Jun 29, 2025
R
Indeed... Cadence drove quite a bit more M&A previous to Lib-Bu's time...... the especially transformational deals were most likely...
Jun 29, 2025
R
Well... not quite the same.... it shows an ability to raise money (largely Chinese in the early days), it shows an ability to invest in...
Jun 29, 2025
D
Cadence's business model is to purchase technologies from small companies and then acquire them. After that, Cadence sells these...
Jun 29, 2025
B
My Summary:
The author believes Intel focus on highly customized design rules for x86 HPC cores prevented success on GPUs and hinders...
Jun 29, 2025
X
Unfortunately, supply versus demand will keep semiconductor costs up. Moore's Law truly is dead when it comes to wafer price.
Jun 29, 2025
X
He founded a still-successful venture capital firm. You don't do that without a lot of negotiations :)...
Jun 29, 2025
Unfortunately, supply versus demand will keep semiconductor costs up. Moore's Law truly is dead when it comes to wafer price.
Jun 29, 2025