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Unwrapping New Tax Bill’s Impact on U.S. Semiconductor Industry

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photonic
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Re: Taxes?
photonic   12/22/2017 4:19:55 PM
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I imagine Apple and Qualcomm would say that they chose TSMC and Samsung over GlobalFoundries, or UMC or any other fab, because they wanted the technically better and lower cost fab. The 7nm process node, which today is a reality, will be driven by performance and cost, just as all the other nodes.

resistion
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Re: Taxes?
resistion   12/22/2017 4:03:36 PM
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You have to ask Apple and Qualcomm why they didn't choose Globalfoundries over TSMC or Samsung. It's really a history thing. Fewer players makes this effect worse. If Qualcomm gets eaten by Broadcom and Apple loses business for installing software timebombs to "save power" there could be no 7nm driver anywhere.

photonic
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Re: Taxes?
photonic   12/21/2017 3:59:36 PM
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For US semi to survive long term it must have world class fabs. The idea that Asia will provide low cost semi manufacturing forever is wrong and will lead to long term disaster for US semi. The new corporate tax rates are competitive with Asian corporate tax rates. Now it is time for US semi to be as competitive as well.

TonyTib
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Re: Taxes?
TonyTib   12/21/2017 2:02:41 PM
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I'd say taxes do matter, a lot. But, yes, I'd like to see "financial engineering" die a sudden and quick death -- and maybe the combination of increasing interest rates (from the Fed) and disadvantaging debt (supposedly part of the tax bill) will help.

resistion
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Taxes?
resistion   12/21/2017 9:19:42 AM
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Taxes aren't the key problem. M&A consolidation frenzy is shrinking the industry faster than anything.  

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