SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis
SOXX 249.78-1.0%Jun 21 4:00 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Elroy who wrote (88322)4/28/2022 10:44:48 AM
From: oldbeachlvr   of 92545
 
In two to three years, when multiple new foundry fabs have been built by Intel, Samsung, TSMC and whoever (in Ohio, Texas, Arizona, Germany, Taiwan, China, Japan, etc.) the excess capacity should lower the cost of using a contract foundry substantially. Margins at the fabless semi companies should increase. Until then price increases will be the norm.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext