Thursday, April 27, 2023

semiconductor (ok at least memory chip) glut?

sic transit gloria mundi! hope india's fabs will be ready in time for the next upswing


1 comment:

Pagan said...

People tend to overlook the vagaries of chip business. Here is an example: Taiwanese fabs other than TSMC are are all struggling. Any Indian fab will need a lot of hand-holding from govt.

But I agree, we need to start somewhere -- less due to exports or national security but more due to the technology ecosystem it can potentially nurture. They are the real rewards of any chip investment.