… Rising process node costs further underscore the economic value of multi-die solutions, as demonstrated by industry leaders AMD, Intel, Microsoft and NVIDIA in their flagship products. …
… The Value Chain Climb — and Why It Makes Sense Throughout its history, Arm has steadily moved up the value chain — from CPU IP to system and GPU IP to full Compute Subsystems — capturing more silicon value at each step. …
… The Value Chain Climb — and Why It Makes Sense Throughout its history, Arm has steadily moved up the value chain — from CPU IP to system and GPU IP to full Compute Subsystems — capturing more silicon value at each step. …
… Calibration of TCAD tools, essentially further elevates the value provided by TCAD tool from “what-if” analysis to improving the efficiency of Fab by reducing R&D cost and time to market. …
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… Customers also value future-proofing. …
… The export revenue side of Indian IT is partially insulated — firms billing in dollars while paying costs in rupees can see margin improvement when the rupee weakens. …