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Intel Corporation Message Board

  • semi_equip_junkie semi_equip_junkie Apr 14, 2013 2:34 AM Flag

    ARM foundries start dogfigting each other

    for business.
    Supposedly NVDA is going to turn to GF for FF.
    None (TSMC, GF, nor Samsung) will have sufficient business to support 450mm.
    Loosing NVDA would be another blow for TSMC - in the meantime TSMC will raise capex ....and who is going to pay for it? TSMC's customer

 
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