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Latest activity

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tomatoma reacted to swka's post in the thread Synopsys stock down by more than 1/3 with Haha.

Irrational Analysis (https://irrationalanalysis.substack.com/p/masas-rocket-powered-merry-go-round) agrees with you on Intel being the...

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

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

Cadence is likely to gain position on EDA side from Intel, but their IP offering is less competitive. The other foundry big for...

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

great analysis. Cadence IP footprint is much smaller than Synopsys. Used to be a disadvantage as IP growth is always much higher than...

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

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

It's kind of weird when IP is not meeting expectations but the process is doing fine for Intel Internal use just shows how difficult is...

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

Just up the license fee by 50% is their usual policy.

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

Synapsis stock price fell due to Intel Intel is the perpetrator

Sep 11, 2025
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tomatoma reacted to Fred Chen's post in the thread TSMC Repurposing Old Fabs to Bring EUV Pellicle Production In-House with Like.

Mitsui Chemicals licensed technology from ASML and IMEC to produce EUV pellicles which they sell. Samsung and TSMC have published their...

Sep 11, 2025
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tomatoma reacted to Daniel Nenni's post in the thread TSMC Repurposing Old Fabs to Bring EUV Pellicle Production In-House with Like.

TSMC is repurposing its old, wound-down, 8-inch Fab 3 in Hsinchu Science Park to produce extreme ultraviolet pellicles, bringing this...

Sep 11, 2025
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tomatoma reacted to Fred Chen's post in the thread TSMC Repurposing Old Fabs to Bring EUV Pellicle Production In-House with Like.

IP shut-out, plus you need an EUV system to test out the pellicles.

Sep 11, 2025
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tomatoma replied to the thread TSMC Repurposing Old Fabs to Bring EUV Pellicle Production In-House.

This is bad, in-house production is not good What is the purpose of horizontal division of labor? This is an IDM in a sense. Where are...

Sep 11, 2025
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tomatoma replied to the thread At least 5 local Intel leaders leave amid Ohio One factory project delays.

Intel is pathetic

Sep 11, 2025

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