Samsung will rule ARM world:
1.) they have their own fabs
they are foundry and IDM;
and they compete directly with their customers (Apple)
2.)they leverage NAND, LPDRAM and display cutting out the middleman
Apple gave Samsung business and they created a monster.
It's going to be a repeat when Samsung entered the DRAM market about 25 (?) years ago.
"Only analog/power semi guys will stay and digital is pretty much owned by a few."
IMHO that's exactly why TI quit mobile business
Fabless-foundry model is broken and TSMC is recently quoting the mask NRE of 16/14nm finfet over $10M. Even this goes down to below $10M over time, the NRE for 10nm or 7nm will be prohibitable for many except a few like Qualcomm, Apple, Samsung and maybe Nvidia, Broadcom and Marvell. The rest will be consolidated and disappear. Only analog/power semi guys will stay and digital is pretty much owned by a few.
NXE is EUV, NXT is 193 nm immmersion. I think it's a little early to spend much time thinking about 7 nm node today. But if we only have the currently expected EUV technology, we would have to use double patterning.
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.