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ggm 7 hours ago

Porque no los dos?

Keep on doing IPR focussed design.

Grow deeper roots into a foundry, work on integration of the tech into FPGA and big chip/platter stuff for AI.

If AI tanks, the work will find a value point. We all want more memory and more execution cycles per clock tick be they on one ALU or many.

Lots of work to come in optical related areas. ARM has green fields to dig, beyond the instruction set.

dingdongditchme 3 hours ago | parent [-]

What do you mean by "IPR focussed design"? IPR = Intellectial Property Rights? So they should keep making designs but not compete with their customers?

ggm 3 hours ago | parent [-]

Do both. It's not like other companies don't do the same, Microsoft sell surface as well as Windows. Samsung sell tech to Apple and compete with Apple.