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Bolaji Ojo
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Blogger
RE: Intel Goes Deeper Into Its Own Supply Chain
Bolaji Ojo   7/13/2012 8:10:54 AM
NO RATINGS

ASML needs the partnership as much as the rest of the industry also needs it to develop next-generation semiconductor manufacturing equipment. The companies that are currently fabless will need to have their foundry partners be at the top of the technology curve and the investments in ASML by Intel plus (if they do) Samsung and TSMC will eventually trickle down to the rest of the industry.

anandvy
User Rank
Supply Network Guru
RE: Intel Goes Deeper Into Its Own Supply Chain
anandvy   7/11/2012 12:54:13 AM
NO RATINGS

The big winner here is ASML. It has turned customers into investors.

@Bolaji, I totally agree with you. But in the end I believe this tie-up will help the semiconductor industry in general because ASML will have sufficient funds to invest in R&D and thus we will see new technologies evolving faster.





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