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Hephaestus
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re: The rise of China's fabless industry
Hephaestus   6/16/2011 3:52:29 PM
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It is amazing. I do not remember reading about the first round of investment in Chinese fabless companies, "...not working out...". I guess it always makes better print to talk about how the sky is falling for the U.S. and China will take over the world (hey, it got me to read this article). Yes there will be fabless in China. Will it disappear from the U.S.? No, it will adapt to the applications it does best (and China will make what it makes best). If we become like Britain, it will only be because we have adopted the same socialist government-run economic policies that raise the costs of doing business here. China's revolutionary solution was to create zones temporarily free of most government interference.

Hephaestus
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re: The rise of China's fabless industry
Hephaestus   6/16/2011 3:52:29 PM
NO RATINGS
It is amazing. I do not remember reading about the first round of investment in Chinese fabless companies, "...not working out...". I guess it always makes better print to talk about how the sky is falling for the U.S. and China will take over the world (hey, it got me to read this article). Yes there will be fabless in China. Will it disappear from the U.S.? No, it will adapt to the applications it does best (and China will make what it makes best). If we become like Britain, it will only be because we have adopted the same socialist government-run economic policies that raise the costs of doing business here. China's revolutionary solution was to create zones temporarily free of most government interference.

resistion
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re: The rise of China's fabless industry
resistion   6/16/2011 8:38:49 AM
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If China gets high-k then it's game over.

resistion
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re: The rise of China's fabless industry
resistion   6/16/2011 8:38:49 AM
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If China gets high-k then it's game over.

Raghuraman
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re: The rise of China's fabless industry
Raghuraman   6/16/2011 7:43:16 AM
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Running cost is the issue, not fixed cost or 'real estate'. If China is not cost-effective, why would fabless asics go to TSMC/UMC? In fact, even processors are being manufactured in east/south east asia. Datang or Huawei are some companies that I hear of and reg consumer appetites, US had an extensive 'interaction' with Japan and so would have figured out their apptetites. Even then it would be mostly Sony products, I would believe.

Raghuraman
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re: The rise of China's fabless industry
Raghuraman   6/16/2011 7:43:16 AM
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Running cost is the issue, not fixed cost or 'real estate'. If China is not cost-effective, why would fabless asics go to TSMC/UMC? In fact, even processors are being manufactured in east/south east asia. Datang or Huawei are some companies that I hear of and reg consumer appetites, US had an extensive 'interaction' with Japan and so would have figured out their apptetites. Even then it would be mostly Sony products, I would believe.

Raghuraman
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re: The rise of China's fabless industry
Raghuraman   6/16/2011 6:18:44 AM
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Mirror, Mirror, tell me who is the cheapest of them all? I think no fab will be able to beat China in terms of cost AND efficiency. Sustaining fabs in US is too costly. Many companies including Texas Instruments, AMD have gone 'fablite' if not fabless. The list of companies in GSA, erstwhile FSA (fabless semiconductor association) is only going to get consolidated through mergers and take-overs. I dont know how companies can/will go beyond 20 nm! There are some ideas about 3-D silicon, courtesy Intel but I guess it is still in 'academic' phase.

Raghuraman
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re: The rise of China's fabless industry
Raghuraman   6/16/2011 6:18:44 AM
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Mirror, Mirror, tell me who is the cheapest of them all? I think no fab will be able to beat China in terms of cost AND efficiency. Sustaining fabs in US is too costly. Many companies including Texas Instruments, AMD have gone 'fablite' if not fabless. The list of companies in GSA, erstwhile FSA (fabless semiconductor association) is only going to get consolidated through mergers and take-overs. I dont know how companies can/will go beyond 20 nm! There are some ideas about 3-D silicon, courtesy Intel but I guess it is still in 'academic' phase.

resistion
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re: The rise of China's fabless industry
resistion   6/16/2011 4:37:10 AM
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Meanwhile tsmc and gf eagerly look forward to US fabless business...

resistion
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re: The rise of China's fabless industry
resistion   6/16/2011 4:37:10 AM
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Meanwhile tsmc and gf eagerly look forward to US fabless business...

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