semiconductor foundries

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 26, 2026 by Reiner Pope · across every show →

Everything said about semiconductor foundries, oldest first

Feb 26, 2026 neutral

Assertion Supported

Pope: Foundry turnaround from tape-out to first chips is 4-5 months

“What we see is time from, like, tape out to first chip, to chips back. Again, depends on node, but it's ballpark four or five months.”

Reiner Pope Feb 26, 2026 ▶ 51:28 Reiner Pope of MatX on accelerating AI with transformer-optimized chips

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semiconductor foundries

Everything said about semiconductor foundries, oldest first

Turn any episode into a week of clips.