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Baolt
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re: Firm acquires Globalfoundries' parent
Baolt   2/28/2011 9:39:18 PM
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This acquisition means nothing than moving money from 1 pocket to other. All board remains same, a sheik's relative versus other relative. Besides how wonderful to see huge investments at the time when global crisis effects are seen on spendings at semiconductor business. No matter what, political support with govermental incentives always will have effect on global production of semiconductors. Exp. intel-israel bargain for new fab...

elctrnx_lyf
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re: Firm acquires Globalfoundries' parent
elctrnx_lyf   2/22/2011 5:24:36 PM
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I don't think technology will hit the road block or a brick wall. There is slaways something left out and we will see more and more electronics in the future. But the fabs are always tricky, return on the investments varies significantly since there is huge investments involved in building a fab.

Semicon guru
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re: Firm acquires Globalfoundries' parent
Semicon guru   2/17/2011 4:51:25 PM
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Technolgy is going to hit the brick wall soon and doubt that anyone will be able to get back the ROI fast enough when there's more competiton pumping cash and building mega fabs. Also on the demand side, consumers are reluctant to send more than $1,000 on a digital product as their pockets are tight with uncertainty. Leading companies are building ecosystem that can manage the supply chain from fabrication, finished goods, partners, retail channel and end consumers. Without these, "me too followers " will only lose in the end.

goafrit
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re: Firm acquires Globalfoundries' parent
goafrit   2/17/2011 12:42:33 AM
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This is a losing industry. Building foundry is not a good business. It is expensive and tech advancement makes it not great enough to recoup all the investments.

SiliconAsia
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re: Firm acquires Globalfoundries' parent
SiliconAsia   2/16/2011 10:19:34 PM
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R.J.D. Chartered wasn't a shining company in foundry then. Can Abu Dhabi do a better just pouring money? Money is just a part of formular not a whole thing.

R.J.D.
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re: Firm acquires Globalfoundries' parent
R.J.D.   2/16/2011 9:03:37 PM
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Chartered was previously owned by Singapore's sovereign wealth funds (EDB/Temasek). Mubadala is Abu Dhanbi's.

SiliconAsia
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re: Firm acquires Globalfoundries' parent
SiliconAsia   2/16/2011 8:53:45 PM
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Whether this is a high-stake poker game or not the destiny is clear. The one that has technology will win. I mean deliverable/manufacturable technology - not the powerpoint.

nicolas.mokhoff
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Rookie
re: Firm acquires Globalfoundries' parent
nicolas.mokhoff   2/16/2011 7:54:21 PM
NO RATINGS
It will interesting to see the political implications of foundry ownership by pseudo-government agencies. Will price and delivery always rule foundry process, or will ever-more government encroachment become the ace in a high-stake poker game?



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