custom chips
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 24, 2025 by Raja Manickam · across every show →
Everything said about custom chips, oldest first
Jan 24, 2025 bullish
Manickam: Tech industry is shifting back to vertical integration for silicon
“I believe now we are going one full circle, right? So all that outsourcing, you know, has happened, right? Now, you know, they're trying to become vertically integrated again, right? So this system companies want to make their own chips, right?”