SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Texas Instruments - Good buy now or should we wait?
TXN 159.51+4.0%12:56 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Skeeter Bug who wrote (2096)11/16/1997 6:02:00 PM
From: Bill Harmond  Read Replies (1) of 6180
 
The DRAM story is pretty-well known. Foundries worldwide are following MU's lead to smaller die sizes which is exploding supply, even though demand is increasing rapidly, hence the soft prices.

My understanding of the DSP market is that these products are essentially not commodities, that there is plenty of customization and value-adds.

If TI's share is north of 40% in this market, doesn't that mean that a like-percentage of DSP's are designed using TI's tools, etc. That doesn't sound like a commodity business to me.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News