SW Consolidation and Competition: Who is Winning the $4.5 Billion Interface IP Race?

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The semiconductor landscape is currently undergoing a structural transformation as the “Data-Centric Shift” moves the industry’s center of gravity from smartphones toward High-Performance Computing (HPC) and AI infrastructure. This transition is clearly validated by TSMC’s 2025 filings, which show… Read More The post Consolidation and Competition: Who is Winning the $4.5 Billion Interface IP Race? appeared first on SemiWiki.

Source: https://semiwiki.com/ip/370809-consolid ... e-ip-race/