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?"
To read the full article, click here
Related Semiconductor IP
- UFS 5.0 Host Controller IP
- PDM Receiver/PDM-to-PCM Converter
- Voltage and Temperature Sensor with integrated ADC - GlobalFoundries® 22FDX®
- 8MHz / 40MHz Pierce Oscillator - X-FAB XT018-0.18µm
- UCIe RX Interface
Related Blogs
- Fab-Lite Model Scuppered
- What Does Fab-Lite Mean?
- IDM or Fab-Lite?
- Bye Bye Fab-Lite? Infineon Expands Fab Capacity.
Latest Blogs
- Satellite communications are no longer as secure as assumed
- Why Hardware Monitoring Needs Infrastructure, Not Just Sensors
- Why Post-Quantum Cryptography Doesn’t Replace Classical Cryptography
- The Silent Guardian of AI Compute - PUFrt Unifies Hardware Security and Memory Repair to Build the Trust Foundation for AI Factories
- Heterogeneous NPU Data Movement Tax: Intel's Own Slides Tell the Story