The Future of Fabless Design?
Lately, there has been a rise in predictions that the fabless business model is “dying”, or “collapsing”, or simply that it “no longer works”. The main argument centers on the disconcerting fact that a disaggregated supply chain makes optimization of the semiconductor product increasingly difficult to achieve, especially when coupled with the inherent complexity of advanced process nodes and leading-edge designs. In particular, the data interfaces between design teams, foundries, and EDA vendors are becoming increasingly complex. The result is a dramatic increase in cost, and more importantly, risk.
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