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Message Boards Settings Xilinx, Incorporated (XLNX) - Quote Info
Re: XLNX deserves an upgrade for CSCO is its largest customer; CSCO CC Transcript      5-Nov-09 03:23 pm    
Not only that. XLNX is negotiating with TSMC to manufacture their next generation chips. If they announce their partnership, XLNX will easily make 68% on gross margin. XLNX gross margin is in low 60s % because they are using lame fabs like UMC and Samsung. ALTR already enjoy high 68-70% gross margin because of TSMC. It looks like TSMC going to monopoly foundry business as they kill SMIC and UMC.
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Xilinx Inc. (XLNX)

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