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by addicted
642 days ago
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Most of the rest of the industry is doing extremely well by separating design from foundry. I’m not sure why one would compare Boeing when one could look at TSMC, ARM, Apple, etc instead, all of whom have been doing only one of the 2 all this while. Heck, you could also look at AMD that was failing and split into AMD (design) and foundry (GlobalFoundries). At the time of the split (approx 16 years ago) the company’s market cap was $8Bn. Today AMD’s market cap is $150Bn and GlobalFoundries’s market cap is $21Bn. |
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