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.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Wharf Rat who wrote (1378114)10/28/2022 3:05:32 PM
From: Tenchusatsu  Read Replies (1) of 1578659
 
Wharfie,
Notbuilditland
More like PostponeItLand, but I get your point.

It's a hell of a risk building a fab for memory these days. Remember how Intel left the memory business back in the 80's because Japan was quickly commoditizing the market? Intel moved to CPUs and never regretted the decision.

It was the basis for Andy Grove's "Only the Paranoid Survive" slogan and the whole notion of industry "inflection points."

Fast-forward to today. Now we're bringing memory manufacturing back to America. What a world we live in these days.

Tenchusatsu
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