VentureBeat - Latest Comments in How ugly can the chip business get?

Re: How ugly can the chip business get?

Edwin Kyalangalilwa — Mon, 11 Apr 2011 14:24:06 -0000

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).
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Re: How ugly can the chip business get?

Why8 — Mon, 09 Mar 2009 23:26:21 -0000

Well written, good summary of what's going on now in the chip industry.

Re: How ugly can the chip business get?

WA — Mon, 09 Mar 2009 20:37:45 -0000

And it looks like Dow is going down further more, predicted by Nouriel Roubini

http://www.wealthalchemist....

Re: How ugly can the chip business get?

deantak — Sat, 07 Mar 2009 22:44:04 -0000

Thanks for the comments. The Nvidia folks thought I woke up in a bad mood.

Re: How ugly can the chip business get?

WA — Sat, 07 Mar 2009 22:22:49 -0000

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?

Re: How ugly can the chip business get?

PeterA650 — Fri, 06 Mar 2009 20:26:20 -0000

Re: How ugly can the chip business get?

whatever — Fri, 06 Mar 2009 14:02:26 -0000

Does everyone who ever read this article know what is the landscap in 10 or 20 years in semi industry?

Re: How ugly can the chip business get?

George Haber — Fri, 06 Mar 2009 13:22:26 -0000

Hi Dean

A superb peace as usual. very thoughtful and alarming.

Regards
George

Re: How ugly can the chip business get?

Neeta Bas — Fri, 06 Mar 2009 12:10:18 -0000

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.

Re: How ugly can the chip business get?

kjsilver — Fri, 06 Mar 2009 11:57:08 -0000

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)

Re: How ugly can the chip business get?

Bill Roberts — Fri, 06 Mar 2009 11:53:20 -0000

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.