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X
Intel and China I guess? Intel is a very large Synopsys customer. There must be a big IP buy if 14A is to go online in the coming years...
Sep 10, 2025
K
Just to be clear, I think you are talking about edge inference, right ? Plenty of inference in the data center - that's the big...
Sep 10, 2025
K
great analysis.
Cadence IP footprint is much smaller than Synopsys. Used to be a disadvantage as IP growth is always much higher than...
Sep 10, 2025
K
Does this forum have a "remind me in 3 years" feature? :)
Sep 10, 2025
S
can this logic be applied to politicians :)
isn't that always the case? many people forgot nVidia almost died a few times, and...
Sep 10, 2025
S
Larry Ellison and Elon Musk often speak about bold, huge things. As long as they achieve one or two successes people usually overlook...
Sep 10, 2025
Not too far off.... Foundation IP for 14A is probably not paid for yet so that may be an upside. Same with Samsung 2nm now that Tesla...
Sep 10, 2025
X
Does this forum have a "remind me in 3 years" feature? :)
Sep 10, 2025
X
I doubt it. I've met Safra Catz, and she might be the most impressive CEO that I've ever encountered. This is a person who can stay...
Sep 10, 2025
Irrational Analysis (https://irrationalanalysis.substack.com/p/masas-rocket-powered-merry-go-round) agrees with you on Intel being the...
Sep 10, 2025
X
There's a big difference between growing rapidly in a market with no competition (reusable rockets, BEVs) ; vs saying you're going from...
Sep 10, 2025
X
Larry Ellison and Elon Musk often speak about bold, huge things. As long as they achieve one or two successes people usually overlook...
Sep 10, 2025
Larry Ellison and Elon Musk often speak about bold, huge things. As long as they achieve one or two successes people usually overlook...
Sep 10, 2025
S
At the age of 81, he deserves the right to say whatever he wishes. 😀
Sep 10, 2025
At the age of 81, he deserves the right to say whatever he wishes. 😀
Sep 10, 2025
Like.
Intel and China I guess? Intel is a very large Synopsys customer. There must be a big IP buy if 14A is to go online in the coming years...
Daniel Nenni replied to the thread Synopsys stock down by more than 1/3.Not too far off.... Foundation IP for 14A is probably not paid for yet so that may be an upside. Same with Samsung 2nm now that Tesla...
hist78 replied to the thread Oracle stock soars as CEO says AI-fueled cloud revenue set to soar to $144 billion.Larry Ellison and Elon Musk often speak about bold, huge things. As long as they achieve one or two successes people usually overlook...