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Thursday, October 04, 2007

IDM vs Fabless, New Round

The fact that Micron Imaging Division lost money in May quarter struck me.

How come that IDM Micron with fully depreciated fabs and low wafer price lost money? Combine this with a rumor that another IDM Samsung lost money too in its image sensor business.

And who is earning money? - Fabless Omnivision!

To me this is another nail into a coffin of IDM's superiority myth.

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