Was Fab-Lite A Fad?
November 4, 2010
It was interesting to hear the JPMorgan semiconductor analyst ask ST CEO Carlo Bozotti at the Q3 earnings call whether the fab-lite trend is on the wane.
"Surprisingly, the trend seems to be changing in the semiconductor industry," the JPMorgan analyst told Bozotti, "many of your other competitor IDMs are talking about building more fabs at this time. So, I mean, what are your thoughts on that, as well as, whether you can use your 300-millimeter capacity at Crolles, given that, I mean, Texas Instruments et cetera keep talking about large 300-millimeter fabs in analogue, whether you need that sort of capacity?"
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