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Oh man. I want to love this, but SiFive sort of killed me on treating fabless semiconductor companies as SaaS plays.
by dingosity 3y ago
Oh man. I want to love this, but SiFive sort of killed me on treating fabless semiconductor companies as SaaS plays.
- mardifoufs 3y agoWhy? Aren't they doing well?
- dingosity 3y agoIntel decided not to buy them after-all. And they're on... uh... round F? And they no longer have a SaaS multiple. They're still cranking out the designs, but their latest ML focused design doesn't (I think) support the new narrow precision data format. From the outside it looks like they're a bit distracted.