Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 291.39

+2.8%

Nov 26 4:00 PM EST

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To: Sam who wrote (85368)	7/27/2020 10:25:47 AM
From: Sun Tzu	1 Recommendation Read Replies (1) of 95480

Because manufacturing is not trivial. I can't remember which of the Intel CEOs said that innovation happens on the manufacturing floor not in the engineering desk (I think it was Andy). He went on to explain that once Intel slacked off DRAM manufacturing, it was never able to catch up and had to concede the market to Micron. This is not just true in manufacturing. Anything with a strong analog component requires years of experience that needs continuous refreshing. Napoleon complained that he can never match the British navy no matter how much resources he puts in his navy because the British had sailors who had been on the sea since they were 12 and there was something about sailing that requires a lot of experience. Nor could he just just hire good sailors and expect to defeat the British navy.

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