4 ms·
Exactly true the rise in the cost of next-generation fabs has completely changed the business model so that only foundries can survive. Benjamin Graham analysi
by systemBuilder 5y ago
Exactly true the rise in the cost of next-generation fabs has completely changed the business model so that only foundries can survive. Benjamin Graham analysis is not capable of detecting this inflection point in industry strategy nor can it detect Intel's stubborn refusal to adapt and change!
- danielmarkbruce 5y agoYup. And by all reports Ben Graham was a brilliant dude. If he were in the game today, I doubt he'd be playing the way he played back in the day. He'd get in there and figure it out.