Comments on: How ugly can the chip business get?

By: Why8

Why8 — Tue, 10 Mar 2009 08:26:21 +0000

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

By: WA

WA — Tue, 10 Mar 2009 05:37:45 +0000

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

http://www.wealthalchemist.com/Blog/2009/03/dr-...

By: deantak

deantak — Sun, 08 Mar 2009 08:44:04 +0000

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

By: WA

WA — Sun, 08 Mar 2009 08:22:49 +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?

By: Peter Antypas

Peter Antypas — Sat, 07 Mar 2009 06:26:20 +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).

By: whatever

whatever — Sat, 07 Mar 2009 00:02:26 +0000

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

By: George Haber

George Haber — Fri, 06 Mar 2009 23:22:26 +0000

Hi Dean

A superb peace as usual. very thoughtful and alarming.

Regards
George

By: Neeta Bas

Neeta Bas — Fri, 06 Mar 2009 22:10:18 +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.

By: kjsilver

kjsilver — Fri, 06 Mar 2009 21:57:08 +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)

By: Bill Roberts

Bill Roberts — Fri, 06 Mar 2009 21:53:20 +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.