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Latest activity

What's new New posts Latest activity

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fatfat reacted to blueone's post in the thread Oracle stock soars as CEO says AI-fueled cloud revenue set to soar to $144 billion with Like.

Oracle differentiates by being a cloud provider which focuses on enterprise application and system requirements, while Azure, AWS, and...

Sep 11, 2025
hist78 replied to the thread Natcast to Lay Off Majority of Its Staff.

It's a sad ending.

Sep 11, 2025
hist78 reacted to osnium's post in the thread Natcast to Lay Off Majority of Its Staff with Like.

Natcast could have been the US equivalent of imec if it was permitted to run. From the article: Natcast, the non-profit organization...

Sep 11, 2025
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osnium posted the thread Natcast to Lay Off Majority of Its Staff in SemiWiki Main Forum ( Ask the Experts! ).

Natcast could have been the US equivalent of imec if it was permitted to run. From the article: Natcast, the non-profit organization...

Sep 11, 2025
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siliconbruh999 replied to the thread Synopsys stock down by more than 1/3.

also 18A/AP are mostly compatible with each other won't the IP of 18A will transfer to 18AP?

Sep 11, 2025
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Fred Chen replied to the thread Synopsys stock down by more than 1/3.

This didn't age well...

Sep 11, 2025
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Xebec reacted to karin623's post in the thread SEMICON Taiwan 2025: Diamond on Chip, Google’s TPU vs. Nvidia, and Critical Materials Battle with Like.

Google Cloud’s VP Rehan Sheikh unveiled a next-gen TPU spec that literally put “Diamond on Chip” on the slide — a radical cooling idea...

Sep 11, 2025
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Arthur Hanson reacted to blueone's post in the thread Synopsys stock down by more than 1/3 with Like.

I disagree. I think this drop has everything to do with a PE of 70 and disappointing results and a weak forecast. At a PE of 70...

Sep 11, 2025
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karin623 posted the thread SEMICON Taiwan 2025: Diamond on Chip, Google’s TPU vs. Nvidia, and Critical Materials Battle in SemiWiki Main Forum ( Ask the Experts! ).

Google Cloud’s VP Rehan Sheikh unveiled a next-gen TPU spec that literally put “Diamond on Chip” on the slide — a radical cooling idea...

Sep 11, 2025
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siliconbruh999 reacted to Daniel Nenni's post in the thread Synopsys stock down by more than 1/3 with Like.

18A is working for Intel products which do not use Synopsys IP. There are two parts to commercial IP, the NRE and the royalties. IP...

Sep 11, 2025
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siliconbruh999 reacted to bilau's post in the thread Oracle stock soars as CEO says AI-fueled cloud revenue set to soar to $144 billion with Like.

I am with Xebec. https://siliconangle.com/2025/09/10/openai-oracle-strike-300b-cloud-computing-deal-power-ai/ Oracle increased their...

Sep 11, 2025
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Xebec reacted to blueone's post in the thread Synopsys stock down by more than 1/3 with Like.

Investors really dislike senior managers who do not appear to be aware of key business factors, and don't communicate their concerns...

Sep 11, 2025
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Xebec reacted to Daniel Nenni's post in the thread Synopsys stock down by more than 1/3 with Like.

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 11, 2025
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Xebec reacted to Daniel Nenni's post in the thread Synopsys stock down by more than 1/3 with Like.

Complete Wallstreet nonsense or has the AI bubble started to weaken? I will write about this on Friday.

Sep 11, 2025
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Xebec reacted to blueone's post in the thread Synopsys stock down by more than 1/3 with Like.

I disagree. I think this drop has everything to do with a PE of 70 and disappointing results and a weak forecast. At a PE of 70...

Sep 11, 2025

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