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Until a bit of the dust settles on Wall Street I’ve decided that it is best to cruise the modern InterTubes for stories about the chip industry. Here are a few that I have been pondering: Over on the EE Times website Mentor Graphics CEO Wally Rhines writes a piece about the deconsolidation in the chip [...] Recently Mentor Graphics CEO Walden (he’s know as Wally to many folks) Rhines said some things about overcapacity in the foundry business. Apparently he told this to reporters at the Tech Design Forum 2011 last month: “But I have some concerns about the growth next year because capital investment in foundries in 2010-11 [...] IC Insights released a research bulletin earlier this week noting that the chip industry grew 8% in the first half of this year. They also said that Intel widened their lead over Samsung as the largest chipmaker in the world. “As shown in Figure 1, Intel remained firmly in control of the number one [...] |
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