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Industry Giddy as Curtain Rises on Semicon West

7/11/2017 03:01 PM EDT
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emesdoublee
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This industry is not giddy
emesdoublee   7/16/2017 3:19:40 PM
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Sorry, but this is not a giddy industry. Those days are long gone. Semiconductor is a very mature and consolidating industry. Growth has been in single digits for a long time.

Further consolidation will follow. I can't see how GlobalFoundries will make it. TSMC has already won all the big 7 nm chips. TSMC has all the big mobile phone biz at 7 nm. Qualcomm, Apple, and MediaTek.

GlobalFoundries is going to build up some empty 7 nm line that nobody of significance uses.

GlobalFoundries had someone commit suicide at their plant. What does that tell you?

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