EDA

7 atoms · 跨 6 天 · 首见 2026-05-22 · 最近 2026-06-25

三色: 🟦 fact 2 · 🟥 take 5 · stance ▲1/▼3/◆2

来源: X 7

时态: fresh:5 · aging:2

标签: 好观点:6 · 好数字:1 · 好信源:1

叙事 (narrative) (3)

• 2026-06-19 · 股票类型
  EDA 는 장비주식이 아니라 SW 라이센스 주식입니다
  tags: 好观点 · → daily
• 2026-06-03 · impact of in-house custom tooling
  Less license seats and way less IP licensing residuals which was a huge part of the business
  tags: 好观点 · → daily
• 2026-05-22 · 价值定价模式转变评价
  Harder sell charging per hour or per “token” for EDA is really retarded and there isn’t really a token equivalent.
  tags: 好观点 · → daily

立场 (position) (2)

• 2026-06-25 [老化中] · bullish position
  This is almost comically bullish EDA
  tags: 好观点 · → daily
• 2026-06-24 [老化中] · 空头持仓观点
  EDA is a short
  tags: 好观点 · → daily

事实 (fact) (2)

• 2026-06-25 · verification requires 100% mathematical perfection
  Verification is like 70-80% of the effort. ... EDA verification has to be 100% mathematically perfect otherwise the chip fails.
  tags: 好数字·好信源 · → daily
• 2026-06-23 · 论文提出小型LLM结合数据与工具提升Verilog/RTL生成性能
  小型LLMに高品質データと外部ツールを組み合わせることで、Verilog/RTL生成性能を大幅に引き上げる手法を提案した論文。特に、LLMが苦手な真理値表・波形・カルノー図のような表形式ロジック推論を、Python的な前処理ツールで補助する点がポイント。
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-06-25 · position · bullish position · → daily
• 2026-06-25 · fact · verification requires 100% mathematical perfection · → daily
• 2026-06-24 · position · 空头持仓观点 · → daily
• 2026-06-23 · fact · 论文提出小型LLM结合数据与工具提升Verilog/RTL生成性能 · → daily
• 2026-06-19 · narrative · 股票类型 · → daily
• 2026-06-03 · narrative · impact of in-house custom tooling · → daily
• 2026-05-22 · narrative · 价值定价模式转变评价 · → daily

← 实体目录 · 系统日志