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with such magnitude, cadence will be down, too many people w/o enough understanding will consider the two the same of the whole segment...
Sep 10, 2025
So should i Buy the DIP 🤣 🤣
Sep 10, 2025
M
https://semiwiki.com/forum/threads/qualcomm-ceo-intel-is-not-an-option-today-we-would-like-intel-to-be-an-option.23557/post-91919
Sep 10, 2025
S
Agreed, although Samsung 2nm just got a big boost from Tesla but a big IP buy is probably a year away. Rapidus is also buying IP for...
Sep 10, 2025
S
https://semiwiki.com/forum/threads/qualcomm-ceo-intel-is-not-an-option-today-we-would-like-intel-to-be-an-option.23557/post-91919
Sep 10, 2025
M
He's suggesting IFS worse than Samsung, that's really something.
Sep 10, 2025
M
Probably a dunk due to Snapdragon also competing with Intel on Client PC.
Ain't no way Intel is in same position as Samsung in Foundry...
Sep 10, 2025
M
Pickleball courts?
in theory they could ramp it in 2030. IFS will most likely run out of money before that.
Sep 10, 2025
Agreed, although Samsung 2nm just got a big boost from Tesla but a big IP buy is probably a year away. Rapidus is also buying IP for...
Sep 10, 2025
M
they are working with Samsung and Saying Intel is not good enough. Therefore, he thinks Samsung is better than Intel
Sep 10, 2025
Cadence is likely to gain position on EDA side from Intel, but their IP offering is less competitive.
The other foundry big for...
Sep 10, 2025
V
The practical resolution is determined by stochastics not NA.
Sep 10, 2025
Then what's the fate of Intel Ohio?
Sep 10, 2025
M
Exactly. Fab 62 is not even planned to be tooled out, is it? We track spending on the fabs and it doesnt look like it (from both...
Sep 10, 2025
S
Cadence is likely to gain position on EDA side from Intel, but their IP offering is less competitive.
The other foundry big for...
Sep 10, 2025
with such magnitude, cadence will be down, too many people w/o enough understanding will consider the two the same of the whole segment...
Like.
So should i Buy the DIP 🤣 🤣
hist78 replied to the thread Qualcomm CEO: Intel is not an option today. We would like Intel to be an option.Then what's the fate of Intel Ohio?