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This is probably true, but it may not mean any less consolidation. Consolidation is a fairly easy bet to place though from a 2022 POV, so I guess GP (and I) ar
by netcan 5y ago
This is probably true, but it may not mean any less consolidation.
Consolidation is a fairly easy bet to place though from a 2022 POV, so I guess GP (and I) are predicting cold during winter.
- xadhominemx 5y agoI can’t think of any more major consolidation that can take place. Maybe within NAND, but for different reasons as there’s not really risk of a long lasting supply glut in that market.
- thatguy0900 5y agoGovernments have/may start seeing chipmaking as something of national security, right? So would they let a great amount of consolidation occur or will every continent have its own heavily subsidized chip industry