Intel is still the biggest in sales which is still significant in both economy and technology. It is true that Samsung and TSMC are next to Intel but technologically they can't be compared. I still believe US has to keep on investing more on technology in order to keep the leadership role in the world economy.
Samsung has GROWTH in spite of a large % of their business is DRAM and flash. We all know that memory is cyclical. If you can do this well at the bottom of the cycle, it means you will MAKE BANK at the top of the cycle. Samsung is destroying rival electronics companies (Sony, Panasonic, etc) and cell phone makers (Motorola, Nokia, etc), so a big part of their semi success is due to the success of their internal customers. Perhaps this sets a ceiling on how well they can perform as a semi company?
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.