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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: foundation who wrote (15975)	3/26/2007 12:11:33 PM
From: energyplay	Respond to of 218617

Much of the Intel stuff is so advanced and requires such manufacturing discipline that even Intel has a hard time getting it to work. There will be considerable transfer, and I expect that China will eventually build their own high end mircoprocessors, either from their own designs or with assistance from Intel. Most middle level microprocessor technology is already available in about a dozen technically advance countries. Via in Taiwan had a nice PC chip set a few years ago. To do what Intel does requires huge commitments of capital, talent, and management. The few groups in the high end microprocessor business include AMD, Intel, the graphics chip people, nVidia, ATI, IBM, and the DSP makers, Texas Instruments and Analog Devices. China will become part of that chain of value creation, which stretches all over the world, like that for large airliners. Many of the jobs have already been exported, because ther wasn't enough talent in the US or tax subsidies. A lot like making large commercial airliners. What I am trying to say is that high end microprocesseors are already a worldwide industry, where massive capital, talent, management and support requirements are more important than any specific technical expertise or "secret sauce". Something like analog semiconductors are different - lots of technical expertise needed, with more modest capital and talent needs, have very good returns on capital. Other industries, like auto manufacturing, represent a larger part of the economy.