"Real men(women) have fabs(chips/MEMs)"

[Arthur Hanson]

I have updated Jerry Sanders quote to be politically and above all technically/business correct to our changing times. Real companies with the EDA/Foundry ecosystems available now more than ever have their own custom chips suited to specialized tasks and this trend is just getting started and will work its way down the product chain. The EDA/Foundry ecosystem has now made it so the majors(Microsoft, Facebook, Google, Alibaba, Amazon, IBM and many others) are having their own high end chips built to their needs. This trend is still in its early stages and will apply to MEMS as well as semis. This trend is going to continue and is expanding to microfabrication of physical and biological devices using increasingly sophisticated 3D printing as we have already seen and will see more of in medical implants. All this is emerging to penetrate every market including medical which in the US consumes twenty percent of our GDP. The opportunities are extending into literally almost everything we touch. It's going to be a more inclusive world in every way and interesting that one of the most respected CEOs is Lisa Su of AMD. This trend will work its way down from large organizations to smaller ones, allowing those with talent to have impact far beyond their size. In short the new world belongs to the people who use the world of ecosystems and platforms created by people who understand being able to combine diverse skill sets in an ecosystem is the future. With out a doubt, Morris Chang and TSMC have been and are the largest single driver of this trend.

Platforms and ecosystems combining diverse talents are the future and will only grow in size and complexity to deal with the challenges before us. Contract manufacturing is also growing in just about every modern endeavor, further letting the best and brightest specialize in what is their passion and expertise. The people and organizations that know how to build and maximize diverse talents are the ones that will truly advance the world we live in. I personally see similar things along this line in finance with SPACS(special purpose acquisition corporations) becoming but one integral, key part of financing this changing world.

 

[hist78]

"This trend will work its way down from large organizations to smaller ones, allowing those with talent to have impact far beyond their size."

Indeed. Absolutely!

 

[mozartct]

I would not equate SPACs (many are fraudulent - see Nikola) to foundries, especially TSMC.

 

[Arthur Hanson]

I would not equate SPACs (many are fraudulent - see Nikola) to foundries, especially TSMC.

There are good and bad spacs, just like stocks. I bought TRNE which became DM, Desk Top Metal at 10.41. 3D metal printing out of MIT. Those who don't do their homework and seek out expertise are gambling, not investing.