中文翻译
好问题！$SIVE 这种做 IP / design 的公司，员工数量没那么重要。 很多媒体在和 $COHR 这种需要成千上万人做组装的公司对比时，忽略了其中的差异。 $SIVE 把设计交给 Win Semi / $GFS 去生产，这也是我更喜欢这种模式的原因之一，因为在它们真正形成可观收入、再去做纵向整合之前，这样能大幅降低 capex 和稀释风险。 从美国视角看，我个人把这看成优点：保持轻资产和可扩展性。
· 方法论
解释设计/IP 型公司人手少是正常的
英文原文
Hey great question! So $SIVE headcount doesn't matter as much when you're doing IP/design. Lot of media misunderstand nuances, when they compare it with $COHR that have tens of thousands of people... which are required for assembly. $SIVE ships their designs off to Win Semi / $GFS which handles all the production. Which is why I liked this model a lot more since it reduces a lot of capex and dilution risk until they make material revenue to vertically integrate. I personally see it as a plus, keeping things lean and scalable from an American perspective.