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Xilinx CEO: Venture capital won't return to semis

3/11/2009 03:00 AM EDT
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pitch monk
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re: Xilinx CEO: Venture capital won't return to semis
pitch monk   3/13/2009 2:19:36 AM
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Actually, the chip companies are transforming into systems companies. That is the reality - with or without PLA. Qcom is probably designing handsets, and Apple and Nokia are doing similar things. It is not end of the world for semis. To design into another company's system could need 2-3 years lead time, but to provide a complete box takes much less time. I think that should provide the impetus for investment. Then again, the companies will chart their own fate, which means there is an increased risk. I am sure VCs will factor in that.Look at the success of Pure Digital's Flip Mino. I think it is a testimony to the new breed of semi/systems companies.

xrayreality
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re: Xilinx CEO: Venture capital won't return to semis
xrayreality   3/11/2009 9:15:09 PM
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Agree - A PLA company would want ASIC and other design starts to slow to a crawl. It just drives more business to a low start-up cost model like an FPGA. Good luck with that for the Qcoms, Apple, and Nokias of the world. On the flip side - who can afford to make a 3% improvement in placement, routing, power, manufacturability for $50 mil cost, with a 2-3 year R&D window?

DigiPlumb
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re: Xilinx CEO: Venture capital won't return to semis
DigiPlumb   3/11/2009 6:16:20 PM
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While there's certainly some truth to this point of view, this would be all a little too convenient a situation for a programmable logic company, eh?

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