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Complexity Investing & Semiconductors (with NZS Capital)
Acquired
Iwas Tsimse - Is Dram Anna a Branded Sam Song Product?
Intail has to fight t s m c on process technology, which in itself is oe of he hardest things any technology companies had to do over the last 20 years. Intail also have to fight a m d in their corps, kind like chip design market, where am d are innovating faster than they've ever done before. It's hard enough to do one of these things well, and doing multiple of them well makes it harder. i think that's the hard thing, t being verticall integrated in semis versus being warvst, like a horizontal, pure play," says Andrew Keen.
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