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Etmax
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re: Opinion: Six myths of chip making
Etmax   1/5/2011 11:06:12 PM
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I couldn't agree more. The number of companies I've seen go to the wall because of this arrangement appears endless.

GREAT-Terry
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re: Opinion: Six myths of chip making
GREAT-Terry   12/24/2010 4:27:12 AM
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I agree with myth 5 and hope myth 4 really is true. Seeing ASP dropping from year to year is kind of pain to many IC companies. They didn't cut much on R&D cost. The manufacturing cost may not be as low as people expect so there is no reason to ask for lower and lower ASP every year. Higher ASP keeps jobs and it helps the economy anyway.

daleste
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re: Opinion: Six myths of chip making
daleste   12/23/2010 4:03:13 PM
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Sorry, iniewski. That is a myth. The bean counters do not control the cash in a properly organized company. They are there to analyze the finances and report the results to the business manager. The business manager has to be the one that controls the business decisions including where money is spent. If the finance department controls the money decisions, the company is doomed.

p_g
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re: Opinion: Six myths of chip making
p_g   12/23/2010 11:07:21 AM
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I also don't agree that PC is dead, but however the money for PC is not divided between mobility segment and PC. And mobility sector is growing at much faster pace than PC right now. In my opinion once mobility sector products are stable then people will move back to investing in PC as well.

daleste
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re: Opinion: Six myths of chip making
daleste   12/22/2010 5:07:27 PM
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I think the industry has become more mature in some areas like discretes but agree that the industry as a whole is far from mature. I don't know if it will ever become mature since we will continue to create new devices.

Silicon_Smith
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re: Opinion: Six myths of chip making
Silicon_Smith   12/22/2010 4:43:40 PM
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I dont understand the #2 myth on the list as I hardly have encountered anyone labelling semiconductor as 'mature' in the sense described above.

Baolt
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re: Opinion: Six myths of chip making
Baolt   12/22/2010 1:21:33 AM
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I agree on many point especially 4 without doupt as we saw many shortages at 2010 due to lost capacities. From my side, i could add 2 more mtyhs to the list. #7 There wont be bigger wafer size as many players of the market strictly stuck to 300mm size. Besides thats not true intel, tsmc have on going projects to jump into 450. And even bigger sizes, as plate bigger there are more place to chips #8 There wont be new founderies due to fact its very pricey to build up new factories. This assumption is true that indeed factory build up is expensive but still there are many players who would like to jump into business. Few years before we didnt have global foundries who know few years later we will have whom...

_AC_
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re: Opinion: Six myths of chip making
_AC_   12/21/2010 9:19:17 PM
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Add to #6: Bloat patent portfolio; Reap short term profits; Lose technology advantage; Sue up-and-comers; Lower prices; Sell off product lines; become specialized;…

krisi
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CEO
re: Opinion: Six myths of chip making
krisi   12/21/2010 8:49:58 PM
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Frank: But over-hyped mobility is good for a young generation that seems to be the most comfortable floating around on surface without any desire to probe deeper into the essence...Kris

krisi
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CEO
re: Opinion: Six myths of chip making
krisi   12/21/2010 8:43:05 PM
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To Don: how we do keep the bean counters away from strategic planning? they are the ones providing the cash required...Kris

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