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Re: willco post# 140474

Thursday, 04/23/2015 1:51:35 AM

Thursday, April 23, 2015 1:51:35 AM

Post# of 151701
Absolutely. TSMC is skipping 20nm and Samsung 14nm is not equivalent to Intel 14nm. Yes Samsung dominates mobile semi business along with mobile product.
But Qualcom results after the market will shake up things in mobile. It is planning to do big cuts in the coming month as it has lost some business. Apple is gaining and Samsung has abandoned Qualcom. That will lead to lower revenue at TSMC.
Things will get very interesting in near future.
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