“In 1999, the huge corporation, Siemens at that time, had so much to say in how you did things -- logistics concepts, finance concepts – that it held back the semiconductor business. Now with memory and logic, we're in the same spot.”
“Some of the logic technologies driven by the mobile platforms are going rapidly from 90nm to 65nm. What we've seen is that logic has bypassed the memory side and now is driving technology, as well. The race is different now. It's not clear that memory is first and logic is second. The two sides don't have anything in common anymore.”
