Semiconductor Industry Veterans See the Old Order Crumbling
By Tekla S. Perry, IEEE Spectrum
In their crystal ball, they see memories moving to China, Intel building its last fab, and design—not process—innovation stepping up to save the U.S. semiconductor industry
“Years ago, we [in the U.S.] were building DRAMs,” said Jim Hogan, managing partner of Vista Ventures, “and we got killed by the Japanese. Then the Koreans came in.
“It’s not going to happen immediately, but if you are the Chinese government, and you put all this money into DRAM, you aren’t going to buy DRAM from anybody else,” said Hogan. “That won’t be good for Koreans or Micron or anybody.” He predicts that “this is going to have a huge political impact.”