I think unlikely for apple to move from one exclusive supplier to another. Good for everyone if 3-way competition Glo-Fo, Samsung, TSMC. TSMC almost too big to do an exclusive deal anyway without impacting other major customer.
GF and Samsung also easy to move between for customer...any thoughts on capacity and utilization? I hear GF New York fab still not fully producing many years after building.
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.