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VC funding fizzled in June, says GSA

7/21/2010 10:04 AM EDT
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Peter Clarke
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re: VC funding fizzled in June, says GSA
Peter Clarke   7/22/2010 5:36:57 PM
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The only problem is that demand changes in weeks or a few months while supply takes years to organize. It takes a couple of years to get production out of fab.....one year at the least if you have already got a shell. And chip-making equipment lead times are ballooning. By the time you get your fab running the market will have peaked and be coming into an oversupply situation and you wont be able to give your chips away. As to sectors, it all depends what the others are investing in....So it might look like NAND flash would be a good market until you see Toshiba-SanDisk building a megafab...or maybe a 300-mm wafer fab for analog until you see Texas Instruments equiping three or four shells in parallel. MEMS? Many older 'legacy' fabs have been converted to MEMS. Nobody said it was easy!

Robotics Developer
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re: VC funding fizzled in June, says GSA
Robotics Developer   7/22/2010 1:33:26 PM
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I would think that given the increasing lead times for semiconductors that their is real growth potential for fabs. What is not clear to me is which areas of the semi-industry would benefit most from investment in production and in new lines.

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