Many had hope in 2009/2010 when petrodollars created a merger of AMD(Global) and Chartered to be an alternative to TSMC. But so far that was a pipe dream and situation is getting worse. No one is having that hope anymore. Hope Samsung and UMC can come back to that position.
Being an industry leader has its benefits. TSMC has the scale no-one else has to make to the most advanced logic nodes. Fabless companies have to go to TSMC. GlobalFoundries is still heavily subsidized by petrodollars. Hopefully GF can catch up to TSMC in scale and technology so they can really compete.
The title for this article does not make sense...
Profit soars despite shortage??!!
Fabs profit margin is directly proportional to fab utilization. If they have shortages, means they are running high (near 100%) utilization and can't keep up demand. High utilization will translate to high profit margin.
Agree, TSMC is the only player in 28nm right now. Companies like qualcomm has to bring up other foundries so that 28nm can be outsourced other alternative than TSMC. What a reality fabless companies are facing!!
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.