Addendum re Softbank and their purchase of Ampere: I think this was also to take Ampere's custom core design out of circulation. Softbank owns a large number of ARM shares, the last thing they would have wanted was another large ARM license customer (e.g. Mediatek) getting ideas about pulling a Nuvia/Qualcomm-type move by buying Ampere on the cheap and then using Ampere's custom core design in their SoCs. That would have reduced the value of ARM shares quite a lot, which would have really hurt Softbank.
As for Intel 18 Angstrom, at least Intel officially announced successful Tape-Out in one of their recent presentations (believe it was at an event organized by Goldman). Intel also stated that 14A would have significant further efficiency gains over 18A.
Congrats on all your success once again this year. Truly incredible!
Addendum re Softbank and their purchase of Ampere: I think this was also to take Ampere's custom core design out of circulation. Softbank owns a large number of ARM shares, the last thing they would have wanted was another large ARM license customer (e.g. Mediatek) getting ideas about pulling a Nuvia/Qualcomm-type move by buying Ampere on the cheap and then using Ampere's custom core design in their SoCs. That would have reduced the value of ARM shares quite a lot, which would have really hurt Softbank.
As for Intel 18 Angstrom, at least Intel officially announced successful Tape-Out in one of their recent presentations (believe it was at an event organized by Goldman). Intel also stated that 14A would have significant further efficiency gains over 18A.
You sold $SITM or is it still in your longterm account?