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Chipmakers are consolidating into a few strategically important firms, so a fab is now a geopolitical asset rather than an industrial one.

Drawn from what Doug O'Laughlin said

Subjectsemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

Interesting
A private bookmark. Not a position, and never counted.

What Doug O'Laughlin actually said

Word for word, with the source under each one. They did not write this page.

  1. Doug O'Laughlin

    Semiconductor analyst, author of the Fabricated Knowledge…

    Finally, not just old chips and new chips, but the companies that make the chips (semiconductor fabs) are becoming more consolidated and more strategic.

    Where this was said

    ↗The Rising Tide of Semiconductor Costfabricatedknowledge.com

    All 3 korrents from this piecethis one is 1st

Added to korrents 22 Nov 2021 · How quotes work · Something wrong? Tell us

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