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Pinpointing the industry's disconnect between capex and utilization
Date: July, 2008by Pete Singer, editor-in-chief, Solid State Technology
George Scalise, president of SIA, talks with SST's Pete Singer about the semiconductor industry's disconnect between sluggish equipment demand and high capacity utilization, and offers possible answers to the conundrum. Could a shortage be looming on the horizon? Did the industry overinvest in the past or are we more productive? And how do ASPs figure into the equation? Scalise also discusses the need for funding of basic research in the physical sciences in the US, immigration reform, and tax policies.
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