Peter, you do need to read beween the lines on the Intel fab capacity situation. Intel delayed outfitting fab 42 and even diverted some of the equipment for that fab to D1X. At this point, it looks like plans for many fab upgrades are in question. Intel is in a diffucult situation: PC shipments are decreasing, success in mobile has been fleeting, and ramping foundry services will take time and likely dedicated fabs/capacity. The bright spot is servers, but the server demand does not have the high volume of PCs or mobile devices.
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.