Should we be worried about SOE being sold?

[torok]

joeorc said:

Cruise speed? Do you see other companies spending that kind of cash to increase that fabric production level, let alone overcome the yield problems that come along with it, never mind the 3 to 6 times the investment costs to establish the production silicon as a 3D stacked TSV ?

This is not what many think you can just dump a ton of money in and boom you catch up. It takes many years of development and a hell of a lot of engineers to boot.

Its not crguise control that's for sure in my opinion..its not just production capacity but also method of production and the time it took to develop such methods.

Calm down and read what I wrote, man. They would be in cruise speed IF they weren't ramping up production. They are increasing their capacity because they know they will need it. They are doing the right thing.

My point is, if Apple said "we need 50M sensors thie years" and Sony answered "Sorry, we can give you just 35M", do you think Apple would just sell 15M less sensors and be OK with that? Sony wants to be sure that if Apple asks 50M and ends up needing 60M, they will provide everyone on schedule. You don't expend 1B on something if you aren't needing it.

It's not like "boom" someone catches up with them. But not investing now would create an opening. In the 90s they left an opening in the electronics market for Samsung and LG. It started with a tiny opening and now Sony has all these financial problems because of that. So about CMOS, they aren't willing to let any opening and are putting their money there to make sure it won't happen.