I was thinking about “the lack of cash issue” today and how it relates to the many hurdles ahead for the semiconductor industry. Getting a bit more specific, I’m thinking about the capital required to develop 450mm and of all things, to fund an industry consolidation.
The 450mm question is easy and was...
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Over the past few days, right here in the midst of earnings season, I have had considerable discussion with semi industry folks about the bullish forecast from IC Insights – the pent-up demand part. If you have an interest, there’s a story over on the EE Times website that talks about the forecast.
I...
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Was having a discussion with an old friend from Merrill Lynch and he mentioned the awesome “Wealth Destruction..” that has left him feeling numb.
It has really been something hasn’t it? I feel like ranting… Bear with me.
The Government’s approach to addressing the root causes of the financial crisis have, thus far, been totally inadequate. ...
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