I have it on pretty good authority that IBM has in fact come to terms with GLOBALFOUNDRIES on the sale of their semiconductor business. For those of you who have been following the story, especially the IBM semiconductor people, it has been a real roller coaster ride. If in fact this handshake deal goes through (expect a public announcement… Read More
Tag: pure-play foundry
TSMC and Dr. Morris Chang!
While I was in Taiwan last month battling a Super Typhoon, Morris Chang was in Silicon Valley picking up his IEEE Medal of Honor. Gordon Moore, Andrew Grove, and Robert Noyce all have medals. The other winners, including 10 Nobel prize recipients, are listed HERE. An updated wiki on Dr. Morris Chang is located HERE.
The 12+ hour plane… Read More
Samsung is NOT a Foundry!
Samsung is the #1 electronics company, the #2 semiconductor company, and for 20+ years the world’s largest memory chip maker. Analysts expect Samsung to catch Intel by the year 2014. In the foundry business however Samsung is a distant #9 after more than a five year investment and here’s why:
Foundry 2010 Revenue:
(1) TSMC $13B
(2)… Read More