Dr. Ranade, in light of your observations, it seems that the foundry model is the only viable model for Samsung and Intel. Having said that, can you foresee some of the large system integrators basically pushing for customized silicon technology for their own needs? Finally, given that advanced logic chips are only a small percentage of the total number of chips available used in these systems, will the advanced foundries be able to capture enough value to sustain the increase in development and manufacturing costs?
Great article Pushkar Ranade.
Feels like almost a full circle - IDM to fabless, now back to ISM (integrated system manufacturer) ?
This is an exceptional business history of computing architecture supported by incisive technical analysis that does not bore. Thank you
Thank you so much for your feedback! I am delighted to hear that you liked it and found it useful.
Dr. Ranade, in light of your observations, it seems that the foundry model is the only viable model for Samsung and Intel. Having said that, can you foresee some of the large system integrators basically pushing for customized silicon technology for their own needs? Finally, given that advanced logic chips are only a small percentage of the total number of chips available used in these systems, will the advanced foundries be able to capture enough value to sustain the increase in development and manufacturing costs?