Samsung's DRAM rivals are in trouble. Samsung is simply outspending the competition. As reported, the company now plans to spend 11 trillion won ($9.6 billion) on expanding semiconductor production and 5 trillion won ($4.3 billion) on boosting LCD manufacturing.
But now, Elpida, Hynix, Micron and Taiwan Inc. are also boosting their capital spending. Business is good now. What happens when the downturn hits?
Some think Taiwan DRAM makers will survive over the long term. Some think Hynix won't. Thoughts out there?
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.