Graphics Chips (NVDA, ATYT, etc) (fka GPHX)

[DewDiligence]

Article on semiconductor fabs:

http://news.com.com/2102-1001-981418.html

Mostly old news. A few excerpts which are germane to the foundries such as TSM:

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In this new era, Intel could gain an even greater opportunity to undercut opponents or enter new markets because of its unique self-sufficiency. Asian foundries such as TSMC, meanwhile, will grow in power, and IBM may become the de facto R&D department for an array of semiconductor companies.

…foundries are rapidly growing in sophistication and importance. Collectively, they will grow by 31 percent annually and likely account for 40 percent to 50 percent of the world's semiconductor output by 2010, said Dan Byers, director of worldwide marketing for Taiwan Semiconductor. He said TSMC will start making 90-nanometer chips around the same time as Intel…
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