Yeah. And how large are the chips? Is there a standard product that you talk about it being a heterogeneous genus?
I'm glad I'm not the only one that struggles with that.
Yeah, that's right. How large are the chips? Because certainly, you know, the Nvidia packages or systems are, you know, getting, you know, you need a truck to move them.
And they're certainly not going to fly in a drone. So how large are your chip packages?
We are really big. That's it. And so you can almost visualize what I see in my thumb.
That's about the size of what we need to have. And that's what we deliver. And so we, that's the chip.
We also provide bold form factors so that customers can easily integrate that into our existing structures. And one of the benefits in having spent 30 odd years is I've spent a lot of time studying, not just me, our entire team, what we need to be at in terms of cost, power, form factor. And we have put all of that into really what we have built eventually.
And I think the opportunity we have had is we have built something from grounds of purpose built. I am not a public company that's got a lot of legacy. I have zero legacy.
So we have said, hey, this is our learning. This is what we need to do. And we have raised a good amount of capital.
And we said, let's put the capital that we could use and build something really for the customers.
The other side of what's happening in the chip world are the foundries. You're designing chips, but you need a foundry to etch the chips. And, you know, there's various companies are building foundries for various types in the United States.
But for the time being, TSMC and Taiwan really is the one place where you can get this done. How do you get capacity with them?
I keep joking that though we're in the technology business, it increasingly more and more is a relationship business. And one of the side benefits of growing old is you get to know a lot of people that are all in key decision making positions at all these companies. A very, very small company.
We are fantastically happy with the partnership we have with TSMC. They've been an amazing partner to us from day one. And they've given us and they've made us feel like a big public company.
And so I'm very lucky that our problems are all demand related and not supply related. And so we have worked very hard with them and we have done a good job in managing the inventory needs and the market demand and really planning well. And I would say I think it's never an easy thing to do, but you've done something for 30 years, you tend to become reasonable at it.
And so I think the team is a very well-qualified team, but we won't be here without our partnership with TSMC. So we're very proud of what we've done together with them.
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Date: 2024-09-05 21:45 (UTC)I'm glad I'm not the only one that struggles with that.
Yeah, that's right. How large are the chips? Because certainly, you know, the Nvidia packages or systems are, you know, getting, you know, you need a truck to move them.
And they're certainly not going to fly in a drone. So how large are your chip packages?
We are really big. That's it. And so you can almost visualize what I see in my thumb.
That's about the size of what we need to have. And that's what we deliver. And so we, that's the chip.
We also provide bold form factors so that customers can easily integrate that into our existing structures. And one of the benefits in having spent 30 odd years is I've spent a lot of time studying, not just me, our entire team, what we need to be at in terms of cost, power, form factor. And we have put all of that into really what we have built eventually.
And I think the opportunity we have had is we have built something from grounds of purpose built. I am not a public company that's got a lot of legacy. I have zero legacy.
So we have said, hey, this is our learning. This is what we need to do. And we have raised a good amount of capital.
And we said, let's put the capital that we could use and build something really for the customers.
The other side of what's happening in the chip world are the foundries. You're designing chips, but you need a foundry to etch the chips. And, you know, there's various companies are building foundries for various types in the United States.
But for the time being, TSMC and Taiwan really is the one place where you can get this done. How do you get capacity with them?
I keep joking that though we're in the technology business, it increasingly more and more is a relationship business. And one of the side benefits of growing old is you get to know a lot of people that are all in key decision making positions at all these companies. A very, very small company.
We are fantastically happy with the partnership we have with TSMC. They've been an amazing partner to us from day one. And they've given us and they've made us feel like a big public company.
And so I'm very lucky that our problems are all demand related and not supply related. And so we have worked very hard with them and we have done a good job in managing the inventory needs and the market demand and really planning well. And I would say I think it's never an easy thing to do, but you've done something for 30 years, you tend to become reasonable at it.
And so I think the team is a very well-qualified team, but we won't be here without our partnership with TSMC. So we're very proud of what we've done together with them.