Comments on: Firms Rethink Fabless-Foundry Model http://semimd.com/blog/2012/07/31/firms-rethink-fabless-foundry-model/ Deep Insights for Chip Builders Thu, 25 Apr 2013 16:16:36 +0000 hourly 1 http://wordpress.org/?v= By: John Brewer http://semimd.com/blog/2012/07/31/firms-rethink-fabless-foundry-model/#comment-28751 John Brewer Tue, 31 Jul 2012 18:35:49 +0000 http://semimd.com/?p=6630#comment-28751 Two thoughts: 1) QCOM would be simply mad to build its own fab, as if taking 20nm-ish technology to mass production is as simple as rolling out of bed. There's an old joke about how to make a small fortune in the winemaking industry: start with a large fortune. Same applies to QCOM and building a fab. 2) Fear of sole-source foundry? Ohmigosh, CMOS boys, welcome to the life of the RF fabless semi house. We've been married to single foundries since the beginning, and there's no end to that in sight. Time to man up in the baseband world... Two thoughts:

1) QCOM would be simply mad to build its own fab, as if taking 20nm-ish technology to mass production is as simple as rolling out of bed. There’s an old joke about how to make a small fortune in the winemaking industry: start with a large fortune. Same applies to QCOM and building a fab.

2) Fear of sole-source foundry? Ohmigosh, CMOS boys, welcome to the life of the RF fabless semi house. We’ve been married to single foundries since the beginning, and there’s no end to that in sight. Time to man up in the baseband world…

]]> By: Malcolm Penn http://semimd.com/blog/2012/07/31/firms-rethink-fabless-foundry-model/#comment-28750 Malcolm Penn Tue, 31 Jul 2012 18:33:11 +0000 http://semimd.com/?p=6630#comment-28750 What can I say Mark, this was always a disaster waiting to happen; it's finally now happening right on queue and exactly on line with how we said it would when this illusion (bean counting skull-duggery)first reared its ugly head. The fabless firms will prospere from this transition; the IDM gone fablite proponents will never recover their lost decade of opportunity. Sp tragic and all so unnesessary What can I say Mark, this was always a disaster waiting to happen; it’s finally now happening right on queue and exactly on line with how we said it would when this illusion (bean counting skull-duggery)first reared its ugly head. The fabless firms will prospere from this transition; the IDM gone fablite proponents will never recover their lost decade of opportunity. Sp tragic and all so unnesessary

]]>