TheApexOracleofSilicon

@ApexOracle_

I help hardware OEMs + funds see the silicon mechanics they’re blind to. Silicon Strategy • EMS • COGS • Supply Chain Shifting the playing field

inside the ASIC

Joined November 2025

4Posts 0Followers 13Following

TheApexOracleofSilicon

@ApexOracle_

Nov 20

Leverage occurs at the whiteboard level. That's when the 5 year fate of your product is really determined. Everything after is reactive. #OEM #IPE #Semi #PNLImpact

TheApexOracleofSilicon

@ApexOracle_

Nov 19

COGS isn't a finance topic. It's a supply chain leverage problem. Teams who wait until production negotiate from extreme weakness. #BOM #SoC #FPGA

Most hardware founders think their leverage comes from their product. It doesn’t. It comes from understanding how Distis, ODMs, EMS & Chip mfgs actually measure success. The companies that learn this early save 18–36% on their COGS. #Hardware #Startups #COGS