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goafrit
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re: Mentor CEO Rhines fears foundry oversupply
goafrit   8/4/2011 12:59:13 AM
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Most of these predictions end up falling apart. There is the black swam like the Japanese earthquake. The same time we see growth, IC Insights saw decline. So, it is all about wishy opinion. There is no hard science here.

docdivakar
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re: Mentor CEO Rhines fears foundry oversupply
docdivakar   8/3/2011 6:21:19 PM
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Sufia, one needs to make a distinction that what Dr. Rhines is saying may hold true for memory & logic products and the foundries making them. It doesn't seem to apply in case of MEMS products of which a majority are IDM's. I am not convinced on TAM shrinking next year in the Semi market (excluding MEMS, of course!). MP Divakar

stippu
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re: Mentor CEO Rhines fears foundry oversupply
stippu   8/3/2011 9:09:51 AM
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Wally doesnt say its bad. In fact, it is good in the long run, that's what he believes; that was his take on the semiconductor scenario next year

Neo10
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re: Mentor CEO Rhines fears foundry oversupply
Neo10   8/3/2011 2:57:46 AM
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Wally is commenting on the general health of the semiconductor industry and is implying that higher capacities mean lower utilization until the more demand will fill that gap. But all that depends on the economic growth in the coming year which going by current trends is dull.

daleste
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re: Mentor CEO Rhines fears foundry oversupply
daleste   8/3/2011 1:56:02 AM
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So, he is worried there will be an oversupply and that will lead to growing new markets. I don't get it. Is he saying its bad or good?



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