custom chips
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 2, 2019 by Steven Sinofsky · across every show →
Everything said about custom chips, oldest first
Jan 2, 2019 bullish
Sinofsky argues custom silicon requires a scale of one billion devices.
“Custom chips have always been a competitive disadvantage. For a company in particular, they were a very deep competitive disadvantage for Apple when the run rate for Motorola chips went down and they couldn't sustain it. And then they made the same mistake wit…”