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 : Micron Only Forum
MU 237.16+4.6%Dec 5 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Thomas G. Busillo who wrote (45253)4/22/1999 12:08:00 AM
From: Carl R.  Read Replies (1) of 53903
 
Tom, in the midst of picking on poor old Dan Niles, you ask an interesting question:
Is outsourcing production to Taiwan "dropping out?"

I would argue that it is. Japanese producers are not keeping up sufficiently, so they are outsourcing production to Tiawan. The interesting thing about this is that most of the people in Taiwan who are making this DRAM are also in the foundry business. As foundry shortages rise, and DRAM prices fall, I would expect capacity to be diverted to foundry which will obviously be more profitable.

Carl
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