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resistion
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re: The rise of China's fabless industry
resistion   6/16/2011 12:10:50 AM
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What if only Samsung has the political freedom to serve Chinese fabless; tsmc and gf would obviously come under fire.

resistion
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re: The rise of China's fabless industry
resistion   6/16/2011 12:10:50 AM
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What if only Samsung has the political freedom to serve Chinese fabless; tsmc and gf would obviously come under fire.

idea guy
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re: The rise of China's fabless industry
idea guy   6/16/2011 1:36:52 AM
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All true. Taken to the next level, it raises questions about the future of the U.S.-based fabless semiconductor industry, where "revolutionary" technologies and products will come from, and the future for U.S. employment in the fabless semiconductor industry. First - few U.S. VC's will invest in a fabless semiconductor company today beyond an "A" round. Current levels of investment limit a potential fabless start up to the development of a proof of concept and a quick flip of the company. No money is spent on developing the infrastructure (Sales, Marketing, Engineering, Operations, Marcom, Support, Sales Channel development etc.). No infrastructure, no U.S. jobs. Job growth is where the fabless company is and the final product is manufactured - China. Second - The large, mainstream Semiconductor companies are now more focused on specific market segments or niches and are very protective of "their" market space. They leverage existing customer relationships and offer evolutionary products enhanced with new technology IP (see "flip" above), and lower prices. This make it difficult for a new company to insert a new product idea into "their" market space. So, Is the fabless model now a commodity Chinese-based industry with evolutionary extensions of current products and a focus on simple, higher levels of integration? What will fuel the investment and development of revolutionary technologies? Is there a future for the U.S. Fabless semiconductor industry?

idea guy
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re: The rise of China's fabless industry
idea guy   6/16/2011 1:36:52 AM
NO RATINGS
All true. Taken to the next level, it raises questions about the future of the U.S.-based fabless semiconductor industry, where "revolutionary" technologies and products will come from, and the future for U.S. employment in the fabless semiconductor industry. First - few U.S. VC's will invest in a fabless semiconductor company today beyond an "A" round. Current levels of investment limit a potential fabless start up to the development of a proof of concept and a quick flip of the company. No money is spent on developing the infrastructure (Sales, Marketing, Engineering, Operations, Marcom, Support, Sales Channel development etc.). No infrastructure, no U.S. jobs. Job growth is where the fabless company is and the final product is manufactured - China. Second - The large, mainstream Semiconductor companies are now more focused on specific market segments or niches and are very protective of "their" market space. They leverage existing customer relationships and offer evolutionary products enhanced with new technology IP (see "flip" above), and lower prices. This make it difficult for a new company to insert a new product idea into "their" market space. So, Is the fabless model now a commodity Chinese-based industry with evolutionary extensions of current products and a focus on simple, higher levels of integration? What will fuel the investment and development of revolutionary technologies? Is there a future for the U.S. Fabless semiconductor industry?

daleste
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re: The rise of China's fabless industry
daleste   6/16/2011 3:31:28 AM
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Good points idea guy. It does look like the US will no longer be the only place where new ideas happen. This will take us another notch down in the food chain.

daleste
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re: The rise of China's fabless industry
daleste   6/16/2011 3:31:28 AM
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Good points idea guy. It does look like the US will no longer be the only place where new ideas happen. This will take us another notch down in the food chain.

resistion
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re: The rise of China's fabless industry
resistion   6/16/2011 4:37:10 AM
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Meanwhile tsmc and gf eagerly look forward to US fabless business...

resistion
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re: The rise of China's fabless industry
resistion   6/16/2011 4:37:10 AM
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Meanwhile tsmc and gf eagerly look forward to US fabless business...

Raghuraman
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re: The rise of China's fabless industry
Raghuraman   6/16/2011 6:18:44 AM
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Mirror, Mirror, tell me who is the cheapest of them all? I think no fab will be able to beat China in terms of cost AND efficiency. Sustaining fabs in US is too costly. Many companies including Texas Instruments, AMD have gone 'fablite' if not fabless. The list of companies in GSA, erstwhile FSA (fabless semiconductor association) is only going to get consolidated through mergers and take-overs. I dont know how companies can/will go beyond 20 nm! There are some ideas about 3-D silicon, courtesy Intel but I guess it is still in 'academic' phase.

Raghuraman
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re: The rise of China's fabless industry
Raghuraman   6/16/2011 6:18:44 AM
NO RATINGS
Mirror, Mirror, tell me who is the cheapest of them all? I think no fab will be able to beat China in terms of cost AND efficiency. Sustaining fabs in US is too costly. Many companies including Texas Instruments, AMD have gone 'fablite' if not fabless. The list of companies in GSA, erstwhile FSA (fabless semiconductor association) is only going to get consolidated through mergers and take-overs. I dont know how companies can/will go beyond 20 nm! There are some ideas about 3-D silicon, courtesy Intel but I guess it is still in 'academic' phase.

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