tape out

3 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 tape out, oldest first

Feb 26, 2026 neutral
Assertion Partly supported
Pope: Chip tape-outs cost $30M and fail 50% of the time
“The ideal, which companies tend to hit about 50% of the time is that your first tape out costs like thirty million dollars your first... The ideal is that your first tape out is actually, is your production thing. So you do a tape out, you make maybe a thousan…”
Reiner Pope Feb 26, 2026 ▶ 31:21 Reiner Pope of MatX on accelerating AI with transformer-optimized chips
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
Feb 26, 2026 neutral
Assertion Supported
Pope: Metal layer chip respins cost $100K versus $30M full tape-outs
“In good cases and in many cases, you can redo just the metal layers, which costs you only like a 100,000 dollars. As opposed to the- Pay the thirty million dollars again. But in bad cases, like, if you've made something serious and you can't fix that at the me…”
Reiner Pope Feb 26, 2026 ▶ 31:57 Reiner Pope of MatX on accelerating AI with transformer-optimized chips
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