$AMD(AMD)$ We’re seeing an important shift in the business model of the foundry business,” the CEO said. “System companies, like Google, like Amazon, like Tesla, like Microsoft, are coming directly to foundries, they are working with EDA companies, IP companies and system design houses to get the IP. They want to control the hardware/software interface for the next generation of AI developments. They really want to control the architecture of both hardware and software, and$英伟达(NVDA)$ it’s been the scenario over the last 10 years.
“People who control and capture the hardware/software interface capture most of the value in the industry, and certainly Apple has proven that’s where innovation occurs. I think more and more people are beginning to see this business model and I think we’re seeing more system houses hiring semiconductor engineers and driving innovation.”
附百度翻译：
首席执行官说：“我们看到铸造业务的业务模式发生了重大转变。像Google这样的系统公司，像亚马逊，像特斯拉，像微软一样，直接来到代工厂，他们正在与EDA公司，IP公司和系统设计公司合作获得知识产权。他们想控制下一代AI开发的硬件/软件界面。他们真的想控制硬件和软件的架构，而这是过去十年的情况。
“控制和捕获硬件/软件界面的人捕获了行业的大部分价值，当然，苹果已经证明了创新发生的地方。我认为越来越多的人开始看到这种商业模式，我认为我们看到更多的系统公司招聘半导体工程师并推动创新。“
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