Re: POET Management at City Investors Circle in London
in response to
by
posted on
Feb 14, 2015 02:45PM
Just a pure speculation! (Sulasailor might you can get some feedback ?)
If the real reason to visit Great Britain was in first-instance to have a meeting with Simon Segar CEOARM in Cambridge ?
SNPS AND ARM RULE!: Going into DAC'14, one major predictor of what the hot
hard IP was going to be there was Gartner's 2013 semiconductor IP data:
ARM Holdings Ltd: ############################ ($1,058.4 M) 43.2%
Synopsys DesignWare: ######## ($340.6 M) 13.9%
Imagination Tech/MIPS: #####($220.5 M) 9.0%
Cadence Denali: ### ($125.0 M) 5.1%
If Globalfoundry is the 3rd Party Foundry:
Ajit has a strategic mission since beginning!
From 2012: ARM and Globalfoundries hammer out 20nm Chips mobile chips
From Dec. 2013: Ajit Manocha hire Samsung SVP Ana Hunter to get the deal with Apple
Jan. 14: Ajit leaves GF as CEO and remains Advisor of Globalfoundry
July 14: Ajit Board Member of POET Technologies
Nov. 14: Appointment as Co-CEO with task to hire the next CEO in 2015!
POET lost BoD in 2014-15:
- Leon M. Pierhal
- Lee Shepherd
- Mark Benadiba
- Dr. Adam Chowaniec
- Sam Peralta
Remaining BoD : Ajit, Peter, Geoff, Daniel and Stephane as BoD
BoD Speculation:
If Rory Read should be named as the new CEO than might this the new BoD with remaining BoD:
- John Byrne (ex AMD General Manager)
- Colette LaForce (ex AMD Chief Marketing Officer)
- Raj Naik (ex AMD Chief Strategy Officer)
Or POET is a bigger Deal included in 3rd Party Foundry (GF):
There might be no need for further BoD as POET will be a part of 3rd Party foundry (GF?)