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GoGoGeek
I understand average forecast for IC revenue (from about 12 other market ...
yalanand
@Rick, so can we assume foundries like TSMC,GF etc will continue to grow ...
Chip market squeezed, but long term looks good
Rick Merritt
2/5/2013 7:10 PM EST
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the_floating_ gate
2/5/2013 11:33 PM EST
As costs of developing process technology grow, fewer companies will move to advanced nodes, he predicted.
Brilliant analysis
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yalanand
2/6/2013 6:22 AM EST
@Rick, any particular reason why there is growth in Foundry market (+44%) compared to -0.5% growth in IC market ? Does it mean profit of foundry market is independent of IC market profit ?
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rick.merritt
2/6/2013 11:11 AM EST
His follow on slide (page 2 of the story) showed a shift of more wafers coming from foundries and fewer from captive fabs.
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yalanand
2/6/2013 10:21 PM EST
@Rick, so can we assume foundries like TSMC,GF etc will continue to grow in-spite of slowdown in economy because more and more companies are going fabless ?
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the_floating_ gate
2/6/2013 11:43 AM EST
It might have something to do with TI
http://www.eetimes.com/electronics-news/4186551/Texas-Instruments-exits-process-development-race-item-1
and AMD going fabless
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daleste
2/6/2013 9:55 PM EST
TI isn't going fabless. They are focusing on analog and running only digital in foundries. They continue to invest in analog fabs.
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iniewski
2/6/2013 10:15 AM EST
The flat IC market (cited -0.5% growth) can still mean wide variations among IC players. Those engaged in advance nodes will receive most of the profits.
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GoGoGeek
2/7/2013 1:23 PM EST
I understand average forecast for IC revenue (from about 12 other market research firms) in 2013 is about 6% (YoY). 2012 was about -3% average.
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