SoC and Foundry Update 2H 2015!
September 2, 2015
When I travel a lot of people want to meet with me to get the latest news from Silicon Valley. In exchange I get the latest news from wherever they are so it is a very nice quid pro quo type of thing, absolutely. The most common topics are the SoC and foundry business since they currently drive the semiconductor industry. Apple and Qualcomm are the most talked about SoC companies but Mediatek, Samsung, and even Intel are always discussed.
Let’s start with Apple
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