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Latest activity

What's new New posts Latest activity

Daniel Nenni reacted to swka's post in the thread IBM eyes deeper partnership with Rapidus for sub-1nm chip development with Like.

I believe TSMC is the only adv foundry that does not pay IP vendors. Their dominate market position is the key reason. In fact, it's...

Jul 9, 2025
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MollyDWG1 reacted to KevinK's post in the thread One-third (32%) of projected US$1 trillion semiconductor supply could be at risk within a decade unless industry adapts to climate change with Haha.

Yes, the seemingly non-strategic and random walk through whatever spikes Trump's brain on any particular day... “Today, we’re doing...

Jul 9, 2025
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siliconbruh999 reacted to blueone's post in the thread GlobalFoundries to Acquire MIPS to Accelerate AI and Compute Capabilities with Like.

Why would anyone use CPU IP locked-in to GF processes when GF isn't competitive as a foundry?

Jul 9, 2025
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Xebec reacted to hist78's post in the thread One-third (32%) of projected US$1 trillion semiconductor supply could be at risk within a decade unless industry adapts to climate change with Like.

From the PW Consulting: "Advanced chipmaking processes below 7nm require copper interconnects for their superior electrical...

Jul 9, 2025
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Xebec reacted to benb's post in the thread One-third (32%) of projected US$1 trillion semiconductor supply could be at risk within a decade unless industry adapts to climate change with Like.

On the topic of sustainability: Fabs consume a lot of water in gross terms, a potential problem given how scarce water is everywhere...

Jul 9, 2025
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Xebec reacted to Daniel Nenni's post in the thread One-third (32%) of projected US$1 trillion semiconductor supply could be at risk within a decade unless industry adapts to climate change with Like.

This report is comedy but nobody is laughing? "The report is the latest instalment as part of PwC’s Protecting People and Prosperity...

Jul 9, 2025
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Xebec reacted to blueone's post in the thread GlobalFoundries to Acquire MIPS to Accelerate AI and Compute Capabilities with Like.

Oddly, Microsoft uses MIPS-64 cores with four threads per core in their DPUs. Microsoft acquired a company called Fungible in 2023...

Jul 9, 2025
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Xebec reacted to Daniel Nenni's post in the thread GlobalFoundries to Acquire MIPS to Accelerate AI and Compute Capabilities with Like.

I have known MIPs since they started in 1984. This has been one crazy journey! MIPs raised $200M+ and I'm guessing this is an asset...

Jul 9, 2025
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coldsolder215 replied to the thread IBM eyes deeper partnership with Rapidus for sub-1nm chip development.

And when the dominant IP vendors are also the dominant EDA vendors who command $10k-$100k per license for some 180nm tech that was...

Jul 9, 2025
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Xebec reacted to MKWVentures's post in the thread Intel layoffs begin: Chipmaker is cutting many thousands of jobs with Like.

Due to the urgency around the balance sheet. These changes are coming faster and are more drastic than I expected. These are good moves...

Jul 9, 2025
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Xebec reacted to hist78's post in the thread Intel layoffs begin: Chipmaker is cutting many thousands of jobs with Like.

Thousands of jobs cut as chipmaker begins restructuring - oregonlive.com Intel began laying off employees across the company Monday...

Jul 9, 2025
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Xebec reacted to hist78's post in the thread IBM eyes deeper partnership with Rapidus for sub-1nm chip development with Like.

Do IP companies need to pay anything to TSMC, or vice versa? Or do they not pay anything to each other?

Jul 9, 2025
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Xebec reacted to Daniel Nenni's post in the thread IBM eyes deeper partnership with Rapidus for sub-1nm chip development with Like.

Because Rapidus is paying IP vendors millions of dollars up front to make up for the lack of volume. The other foundries do not do that...

Jul 9, 2025
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tooLongInEDA reacted to hist78's post in the thread One-third (32%) of projected US$1 trillion semiconductor supply could be at risk within a decade unless industry adapts to climate change with Like.

From the PW Consulting: "Advanced chipmaking processes below 7nm require copper interconnects for their superior electrical...

Jul 9, 2025
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E61M5Touring reacted to Daniel Nenni's post in the thread IBM eyes deeper partnership with Rapidus for sub-1nm chip development with Like.

Since you asked, from what I hear inside the ecosystem, Rapidus is paying IP vendors big money to port IP over. Why you ask? Because...

Jul 9, 2025

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