Huge Capex Raises Questions Over Fablessness
January 26, 2012
Huge 2012 capex budgets at Intel, Samsung and TMC will skew the industry to make it extremely challenging, and in some cases impossible, for smaller companies to remain competitive, says IC Insights.
Intel has announced a capex budget of $12.5bn, Samsung a budget of $12bn and TSMC a budget of $6bn. The three companies should account for a third of the industry's total capex in 2012.
Fabless companies which are heading into competition with Intel and Samsung in the wireless market, like Qualcomm, Broadcom and Marvell, may find themselves coming under pressure if Intel and Samsung get significantly ahead of the foundries in process technology.
Fablessness may start to look like hopelessness.
To read the full article, click here
Related Semiconductor IP
- nQrux® Root of Trust IP
- AXI to UCIe Bridge IP
- UCIe 2.x Controller IP
- SWI3S (SoundWire I3S Interface) Peripheral Controller Core IP
- OpenTitan-based RISC-V Secure Element
Related Blogs
- The Semiconductor World vs TSMC vs EDA
- Intel vs. ARM : In the Smartphone Era (Part 1)
- Intel vs. ARM: In the Smartphone Era (Part 2)
- Intel vs. ARM: In the Smartphone Era (Part 3)
Latest Blogs
- From Bug Hunting to Engineering Methodology: Lessons from AI-Driven Development
- Manufacturing Intelligence: Turning EDA Data into Trusted Action
- Execute-in-Place: Getting More from Embedded NVM
- Rethinking RTL flows with AI-driven hybrid formal verification
- Arm and NVIDIA: Building the trusted compute foundation for the agentic AI era