Where are the Profits? Foundry Edition
We did some math to show market share and profit share in the foundry business. This data maps to intuition, but the scale of TSMC’s dominance and Intel’s declining fortunes stand out.
Tag Archives: GloFo
A Rose by Any Other Name
Global Foundries makes mixed-signal chips on trailing edge processes for use in industrial, automotive and wireless networks. So does TI. Maybe we should start to think of GF as an analog semis company.
Leading is not Everything
Everyone tends to forget that most of the world’s semiconductor capacity runs on old nodes. The trailing edge has a lot to offer and is in many ways just as important to the supply chain as the leading edge.