The Dullest Parts Matter the Most
Semi companies are going to need to adjust their cost structures to compete in a semi-custom world. This sounds boring but it can become a real source of competitive differentation.
Semi companies are going to need to adjust their cost structures to compete in a semi-custom world. This sounds boring but it can become a real source of competitive differentation.
Analog companies have many tricks they use to build almost custom semis, and it seems likely that the digital chip makers will start to emulate some of these practices more often.
The shift from general purpose silicon to semi-custom and tailored SoCs presents a big opportunity for chip start-ups. If they follow a few simple rules.