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.
Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?


To: ild who wrote (20107)1/1/2005 1:52:27 PM
From: maceng2  Read Replies (1) | Respond to of 116555
 
All this horse chit about advanced technology and 300mm fabs makes me laugh. Those guys will just kill each other many times over. Meanwhile there will be too many hi tech chips on the market and prices will fall below cost. New uses will be found for the swamp of chips on supply, and some ancient technology will make it possible for the new use. But there will be very few fabs left that can meet this new demand for old tech chips, and the remaining old fabs will make money like bandits. It's happened so many times -g-