The most shocking part of this report is that alluded to at the end: We're not talking about this. At this stage in history the semicondctor industry, especially the startup end of it, is absolutely strtegic to America's economic interests. Much more so than, say, autos. But, i haven't heard a single word of this anywhere but here. THanks for the bleak report.
Peter Antypas
· 9 months ago
I'm curious as to why you think that semiconductors are "strategic to America's economic interests". Silicon WAS strategic for America up to a point. DNA is the next silicon and that's where we need to make sure we stay ahead (and we are, still).
kjsilver
· 9 months ago
Good article.
"...The government will pool them in to a single company so that they can better compete against Korea’s big companies, Samsung and Hyundai..."
I think you meant "Samsung and Hynix"
(Hyundai Electronics and LG Semicon merged to form Hynix Semiconductor in 1999)
Neeta Bas
· 9 months ago
There has to be some other way of handling recession. The companies who are in trouble just can not sit back and wait for Government to offer lending hand. In my opinion, Government should not support any of these industries with taxpayers' money.
George Haber
· 9 months ago
Hi Dean
A superb peace as usual. very thoughtful and alarming.
Regards George
whatever
· 9 months ago
Does everyone who ever read this article know what is the landscap in 10 or 20 years in semi industry?
WA
· 9 months ago
Very good article. 'No one is talking about this' is actually very ironic: Everyone is looking for inefficient busienss to bail out (GM/banks) while no one talk about efficient businesses in sillicon valley.
Isn't is redistributing money from efficiency to inefficiency?
deantak
· 9 months ago
Thanks for the comments. The Nvidia folks thought I woke up in a bad mood.
WA
· 9 months ago
And it looks like Dow is going down further more, predicted by Nouriel Roubini
All Comments
"...The government will pool them in to a single company so that they can better compete against Korea’s big companies, Samsung and Hyundai..."
I think you meant "Samsung and Hynix"
(Hyundai Electronics and LG Semicon merged to form Hynix Semiconductor in 1999)
A superb peace as usual. very thoughtful and alarming.
Regards
George
Isn't is redistributing money from efficiency to inefficiency?
http://www.wealthalchemist.com/Blog/2009/03/dr-...