GREAT news for ALTR !!!!!
yeah GREAT news for TSMC - but first we'll have a great capex party.
The capex announced by the ARM foundries (capex 2014) will send shockwaves across the ARM eco system - NO more cheap ARM SoCs
BTW what kind of sales volume does a 450mm fab require?
well you can google it
"Yes, as x86 wanes, and ARM takes over the planet..."
[Sure ARM is going to take over the planet because no one will ever want something better than 28nm production, right? LOL. ARM's fabrication fades to black signaling the end of the ARM era...]
[PS. You'd better stick another big.little band-aid on ARM production...]
[PPS. No dual boot for ARM. Yet another competitive disadvantage. But don't worry, right? ARM is taking over the planet. You sold your stock. Ha. But you still apparently have the marketing job. Ouch...]