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I can't disagree more. The US semiconductor industry is more vibrant than ever. Intel reported record quarter every quarter for the last 2-3 years. Fabless se
by btian 6y ago
I can't disagree more. The US semiconductor industry is more vibrant than ever.
Intel reported record quarter every quarter for the last 2-3 years.
Fabless semiconductors are doing better than ever - nVidia, AMD, Apple, Qualcomm, Google TPU etc.
Most of the high performance ARM SoCs come from Apple and Qualcomm, both American companies.
- rasz 6y agoCommodore reported 7-year record revenue/profit 4 years before going bankrupt. https://dfarq.homeip.net/commodore-financial-history-1978-1994/ https://dfarq.homeip.net/commodore-financial-history-1978-19...
- IanCutress 6y ago>Intel reported record quarter every quarter for the last 2-3 years. Due to high demand on people needing 30%+ more processing power after they lost 30% perf due to Spectre/Meltdown. When they get the manufacturing and supply up to a resonable standard, they'll start building inventory and start selling cheaper chips again. Margin and ASP will decrease, and investors will sign out