P.A. Semi, every mention
16 scenes · ← back to P.A. Semi
tap a year for its mentions
every year anyone David Rosenthal 8Ben Gilbert 6John Bathgate 1Brinton Johns 1
Verbatim, from the transcripts: the passages where P.A. Semi comes up
TSMC · Acquired
- ▶ 4:29 David Rosenthal PA semi.
- ▶ 1:06:34 Ben Gilbert P.A.
- ▶ 1:06:35 Ben Gilbert Before Apple acquired it.
- ▶ 1:06:37 David Rosenthal Oh, P.A.
- ▶ 1:11:46 David Rosenthal P.A.
- ▶ 1:11:54 David Rosenthal So I don't know that we actually covered this, but I uncovered in the research for this episode, do you know the origins of P.A.
- ▶ 1:13:17 Ben Gilbert That's PASMI?
- ▶ 1:13:19 David Rosenthal That's PASMI.
- ▶ 1:13:27 David Rosenthal Lineage of all of Apple Silicon, probably the most valuable, defensible part of Apple today in terms of technology, was Armandec to Intel to PA Semi to Apple.
- ▶ 1:38:34 Ben Gilbert Uh, hey, we bought this company, PA Semi.
- ▶ 1:40:19 Ben Gilbert Designed by Apple, built on the PA semi acquisition, and of course fabbed by TSMC.
Qualcomm · Acquired
- ▶ 2:00:59 David Rosenthal So they're trying to do the PA semi on the modem.
- ▶ 2:02:06 David Rosenthal Back to P.A.
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 1:23:45 Brinton Johns I remember when Apple bought PA semiconductor, I was on record going, oh, this is the stupidest thing ever.
- ▶ 1:47:07 John Bathgate You guys assigned a value to, um, PA semi
- ▶ 1:47:29 Ben Gilbert I kind of feel like, I feel like we ascribed, like, half of Apple to Next, and then, like, 10% to PSMI, or something, like, kind of arbitrary.