The AI Investor(@The_AI_Investor):Jensen on ASIC: I worked for the original company LSI Logic who invented the idea of ASIC. As you know LSI Logic is not here anymore, right? When the market size is not very large, it's easy to have somebody uh be a contractor to help you put the packaging of all that stuff together and do the manufacturing on your behalf and they charge you 50 60 points of margin. But when the market gets large for an ASIC, there's a new way of doing things called COT, customer owned tooling.

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The AI Investor@The_AI_Investor

2026.09.06 18:28

Jensen on ASIC: I worked for the original company LSI Logic who invented the idea of ASIC. As you know LSI Logic is not here anymore, right? When the market size is not very large, it's easy to have somebody uh be a contractor to help you put the packaging of all that stuff together and do the manufacturing on your behalf and they charge you 50 60 points of margin. But when the market gets large for an ASIC, there's a new way of doing things called COT, customer owned tooling.