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I wish somebody would explain the foundry business, TSMC, Samsung and Intel are seeing double digit revenue growth. IBM on the other hand had to pay to get its
by filereaper 9y ago
I wish somebody would explain the foundry business, TSMC, Samsung and Intel are seeing double digit revenue growth. IBM on the other hand had to pay to get its foundries off its books.
- samfisher83 9y agoIts a very capital intensive business. Wall street doesn't like that because it makes ratios like ROA (return on assets ) look bad. So there aren't a whole bunch of people who can do that and you always have to keep investing upgrading to keep your plant competitive.