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  • ideal_invst ideal_invst Apr 20, 2012 12:13 PM Flag

    No fab for Qualcomm

    BTW, here is an article from EE Times talking about JV foundries:


    Time for a return to the customer-backed JV foundry?

    Qualcomm and some other companies are leaving money on the table because they can't
    get enough 28-nm chips to meet demand out of foundry partner Taiwan Semiconductor Manufacturing Co. Ltd. Horror of horrors some customers are looking for ways to switch other companies' chips into slots previously designed around those vendors' ICs.

    Could this be one of the ways Intel gets a leg up in the smartphone and tablet computer markets? Whether or not that happens to any significant degree, the current undersupply situation looks set to trigger refinements to some business models.

    But that does not mean it will cause the end of the foundry-fabless model that has served and driven the electronics industry for the last couple of decades. More likely it will stimulate a return to a strategy tried before: the funded joint-venture wafer fab. But this time with the additional wrinkle that process R&D will be front and center of the collaboration.

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