AMD and GlobalFoundries?
One thing I do as an internationally recognized semiconductor blogger is listen to the quarterly conference calls of companies that drive our industry. TSMC is always interesting, I really like the honesty and vision of Dr. Morris Chang. Cadence is good, I always want to hear what Lip-Bu Tan has to say. Oracle and Larry Ellison, Synopsys, Intel, AMD, Qualcomm, Broadcom, Altera, Nvidia, and a couple of others.
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