Gartner Research

Gartner Invest/Community Vision: Size and Deep Pockets Will Not Ensure a Robust Foundry Business

Published: 28 June 2013

ID: G00253541

Analyst(s): Tim Mahon

Summary

Intel's move into foundries implies that company size and a healthy balance sheet will lead to success. Other factors (culture, focus, commitment and service) are more important. Company Impact: 005930.KS, AAPL, ALTR, ARMH, INTC, MSCC, QCOM SMI, TSM, UMC, XLNX; Private Companies: Globalfoundries.

Table Of Contents

Analysis

  • Synopsis
  • The Starting Point and the Discussion
    • Big Business, and a Big Opportunity for the Right Company
    • It's About More Than Size and Money
    • The Broader Picture
  • Potential Impact on Vendors and Ecosystems
  • Implications for Companies and Investors

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