4 ms·

Fewer independent companies increase competition? Sounds like something out of a corporate press release.

• wumpus 5y ago
  Intel's market share in the foundry business currently rounds to zero. So no, it's not fewer independent companies in the foundry business, it's the same number, and now the underdog will have access to better fabs. http://www.businesskorea.co.kr/news/articleView.html?idxno=63174 http://www.businesskorea.co.kr/news/articleView.html?idxno=6...
  • MikeUt 5y ago
    Like ISPs saying their mergers won't reduce competition because they stay out of each-other's territories. And if we look at the entire chip-making business, instead of the narrow foundry-for-hire category? Or consider the possibility of Intel expanding (not just buying) into the foundry business?
    • wumpus 5y ago
      The only high-end non-memory foundry-not-for-hire left is Intel. It doesn't seem that your comments reflect the actual market. Also, note that anti-trust law isn't about the possibility of future expansion. Intel already tried to enter the non-memory foundry-for-hire business and failed.
    • coliveira 5y ago
      And we can ALWAYS create some artificial distinction between business to justify obvious consolidation. Following parent's idea we would never have too few companies if at least two are left remaining.
      • wumpus 5y ago
        Are you referring to me? No, I don't agree with that at all. Mind you, I've been at 2 organizations that have purchased chips from foundries, and we turned down both Intel and IBM's offers. I'd love to see more competition in that industry, and Intel buying GloFo will add to competition on the high end.