Whenever a market matures, either it gets plagued by substitutes or it looks for complementary products or technologies which can fuel its maturation curve into further growth opportunities. While PCs and Notebooks got substituted by smartphones, there is no other device in foresight to substitute smartphones. The reason … Read More
Tag: ic insights
Intel Really is Delaying 14nm Move-in. 450mm is Slipping Too. EUV, who knows?
I attended the semi-annual SEMI Silicon Valley Lunch meeting last week. The semiconductor equipment people are the ones that really know what is going on. People can talk about capex numbers on conference calls but it is the equipment vendors who either do or do not get orders for particular types of equipment. In turn, the analysts… Read More
TSMC is a more profitable semiconductor company than Intel
There is an interesting article on Seeking Alpha, “A More Profitable Semiconductor Company Than Intel”, and for a change the author does not PRETEND to know semiconductor technology. Refreshing! Personally I think the stock market is a racket where insiders profit at the expense of the masses. But if you are going to gamble you … Read More
TSMC Leads Semiconductor Sales Growth in 2012!
As a fitting postscript to my “Brief History of the Fabless Semiconductor Industry”, semiconductor research company IC Insights compiled a list of the top semiconductor companies for the first half of 2012. As the traditional IDMs go fabless and sink in the ratings, the foundries post record gains led by TSMC at 22%, GlobalFoundries… Read More
2010 Semiconductor Foundry Update: Consolidation!
It has been an interesting month in the semiconductor business. Record revenues, profits, aggressive expansion plans, something we have not seen before and may not see again. Let’s start in Taiwan then move to Silicon Valley, Upstate New York, China, and Korea, with a look at: financials, capacity, and consolidation.
TSMC and… Read More