TSMC will continue to be the winner with huge profit.--Buy an external IP. synthesize products. Measured by the generation of factory-built sealed pattern, so that the semiconductor gradually becoming less and less profit, after the TSMC 45 shattered the myth of high yield, 40NM, YELD still 40%
I have heard so many similar comments in the past from companies like TI, Motorola, IBM, ..etc. What happens to these guys? Otellini is either too arrogant or naive. Sorry to see Intel has such a learder. Do not worry, TSMC will continue to be the winner with huge profit.
I am confused by this. I think Otellini is hoping for a miracle in mobile. Tablets and mobile phones are a huge growth opportunity for foundries, yet Intel does next to nothing in these markets. They recently lost the Nokia Meego partnership and Atom is not showing up in any winning tablets. To make matters worse, MS is going to release a Windows OS on ARM. Where does this leave Intel if tablets replace the consumer notebook?
Sorry Paul, I just don't buy it. Also I think Intel also "makes" their money on trailing edge technology. It's just accounting semantics. New technology doesn't start to pay for itself until it is in full high volume production, and when that happens, the next gen tech is starting to ramp up.
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