But they don't have a monopoly. Their marketshare is sinking, down to perhaps 45% of estimated TSMC CoWoS supply next year (down from close to 70% last year).
reply75% gross margin. For a market this big. This not healthy free-market competition working as expected.
replyI wonder if the large margin is due to off book sales.
replyChip company profitability is notoriously fleeting and cyclical.
replyI don’t get why he just didn’t use ‘discreet services’ which I’m absolutely certain are available to rich people like him. Why would you even bother with an employee? It just seems like so much unnecessary hassle.
replyNot a monopoly. 3dfx is going to drop the voodoo 6 soon
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