Industry Expert Blogs

Nothing seems to raise the Visceral Ire of Semiwiki readers like the two words: Intel and Foundry. To get maximum steam coming out of the ears make sure you combine the two words in a sentence. Something along the lines like: Intel is Now Going to be a Leader in the Foundry Business. Pause…..Ok catch your breadth and now let’s move on . After reading the comments to my column from last week, I have come to the conclusion that our understanding of “Foundry” is also about to change dramatically. As Dan Nenni points out, in addition to Intel, both TSMC and Samsung are adding massive amounts of leading edge capacity - and why not there are billions of dollars and units at stake for as the eye can see. Our current view of Foundry is about to be encapsulated as "Legacy Foundry" as we enter the era of the high volume "Mobile Foundry." If anyone else has a better term then lets bring it to the table because this will be significant.

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