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Next fab wave: LEDs

Next wave of new fabs: LEDs
4/7/2010 05:00 PM EDT
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resistion
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re: Next fab wave: LEDs
resistion   4/11/2010 2:22:39 PM
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I also see this as a rare opportunity for Samsung and TSMC to compete head to head in commodity instead of foundry business.

resistion
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re: Next fab wave: LEDs
resistion   4/10/2010 2:33:19 PM
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I see a trend toward commoditization much as the DRAM/Flash industry has experienced: as many LEDs as possible for as low a cost as possible.

mark.lapedus
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re: Next fab wave: LEDs
mark.lapedus   4/9/2010 11:28:59 PM
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Will TSMC do well or fail in LEDs? Will we see an oversupply of LCDs?

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