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 : VLSI Technology - Waiting for good news from NASDAQ !!!
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Phaedrus who wrote (4572)10/8/1998 2:09:00 AM
From: shane forbes  Read Replies (1) of 6565
 
Phaedrus:

I would not include debt in that calculation since that is the
company going out of business valuation and I am not so sure that
things are that dire.

As far as foundry capacity being available for cheap remember that
there is foundry capacity and then there is foundry capacity! If I
have a 0.25u design then it matters not to me to have 0.50u capacity
in spades! Look at some of the 0.25u fabs - NSM's is running at
full tilt, LSI's is running "pretty much" at full tilt, UMC or
Chartered says their 0.25 is being used up pretty well. The question
therefore is how much of VLSI's capacity needs to be very high end
and that unfortunately I do not know. I know LSI needs the very
high end capacity and soon (though I'll find out how soon next c.
call!).

Not sure if I buy the entire fabless model for the bigger chip companies with lots of single source products. I think it pays to have
some control. Clearly, it is a good model for smaller companies or those with lots & lots of standard products and I think it actually makes some sense for VLSI now but not when they get their really high end designs going. It might be too risky at that time since the high end capacity may simply not be available when the customers need it and that is what I call a real serious problem for the future
longevity of any ASIC/SOC/highly-customer-design-intensive chip
company.

Shane.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News