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Cymer Inc. Message Board

jamulmike 151 posts  |  Last Activity: Jul 12, 2016 12:09 PM Member since: Oct 10, 2011
  • Is Apple the next WinTel?
    So what.
    The Customer is spending on gadgets that provide The Experience.

    Let us not forget.
    There is STILL fone growth. Small percentage on a simply huge number is still huge unit growth.
    And,...
    The bit inflation/Fone is huge.
    Facts.
    (Cymer)ASML.

    Verily, our life sciences group, Verb Surgical, is a joint venture, it would change a medical [indiscernible] to joint ventures, is developing surgical solutions that incorporate a leading edge robotic capabilities using machine learning. In short, think about what that will do for reproducibility of these results. There is a promising collaboration with Biogen that we’ve just announced and bringing [ph] in women’s hospital to study multiple sclerosisand and there is an idea that these entrepreneurs have that we can take the digital world that I am more familiar with and apply it to areas where people have been doing bespoke work and then we consist in ties for example the diagnosis and treatment of multiple sclerosisand. There is a feeling that this can be done for other dieses for example certain mental dieses and so forth.

    And as on the side, with respect to Verily, I want to say that we have put in place a very, very strong oversight group. There has been always stuff in the news about other companies in our case it was very, very confident, not only their approaches but also the controls, reviews and processes that will ultimately produce in amazing medical breakthroughs. Nest right we have, millions of people using Nest thermostats in more than 200 countries, we have a whole product line now at 12,000 retail stores during and it’s growing at 50% year-over-year, faster than the overall company.

    Sentiment: Strong Buy

  • the shill shrieks that the sky is falling based on 20th HDD hotbox PCs is totally bogus.
    The customer is opening the wallet for The Next Big Thing(y) not your Dad's 60's stuff.
    And,...
    The Mother of All Paradigm Shifts is being even more swift and brutal.
    Very, very exciting times.
    Cymer times.
    ASML.

    Nvidia: All-Time Highs Continue With Plex Announcement

    Plex basically allows you to compile all of your media files and have them readily available on mobile devices through their app. Prior to the software update, Plex users needed to have a computer that served as a host for the Plex server. Now, Nvidia customers will be able to use the Shield to host the Plex server. This is a big deal for existing Plex customers, but potentially more significant for Shield owners who now have the power of Plex at their disposal. All of their media files can now be stored and streamed via Shield. Nvidia's Shield TV already had a Plex app for streaming, so users will just have to download the software update to gain access to the new feature.

    Sentiment: Strong Buy

  • When you think of high-tech cars, you probably think Tesla or BMW.
    The possibilities are endless.
    Creative Destruction is NOT shill Armageddon. O'fer shills, BTW.
    (Cymer)ASML.

    Volvo is quietly becoming a tech superpower

    But there’s another automaker that is quietly becoming one of the industry’s most tech-centric brands: Volvo.

    For years, the Swedish car company has been at the forefront of introducing the latest safety tech into its vehicles.

    But the car company’s tech savviness extends beyond just its safety systems. Volvo is also investing in technology that will make its cars more convenient, efficient, and autonomous.

    Sentiment: Strong Buy

  • 400G.
    96-layer SSS.
    10nm. Then 7 and 5.
    IoE.
    Everything screams chip stacks
    The All Silicon Solution,
    (Cymer)ASML.

    In the handler space, some really good news for the quarter, our InCarrier solution for wafer level chip scale package is nearing completion with our second evaluation. Not only have we passed all the mechanical evaluations with both customers, but with this customer, we have also passed an electrical evaluation. And what I mean by that is we have actually attached the InCarrier solution with the strip handler to a tester and correlated data from the wafer all the way down to the individual die tested in our solution. That data that was correlated and accumulated, has now been sent off to the customer for evaluation. And we expect to hear some good news about that soon. And we are also beginning our third evaluation, and I expect that this evaluation will be sometime -- it will be completed sometime in calendar Q3. So, this will give us three customers who we went through different levels of the evaluation all the way through final testing correlation of test data.

    Sentiment: Strong Buy

  • While the Harold Campings shills run around screaming end of days because 20th HDD hotbox PCs are "falling off a cliff", innovators, long ago, focused on 21st Smart Thingies.
    Smart Thingy bonanza.
    (Cymer)ASML.

    Inuitive Selects CEVA-XM4 Intelligent Vision DSP for Next Generation 3D Computer Vision SoC

    NU4000 multi-purpose SoC brings ultra-low power computer vision capabilities to augmented reality and virtual reality devices, drones, robotics and more

    Sentiment: Strong Buy

  • She rode with the test driver.
    He showed her the in-car "server" after the test ride.
    That's correct!
    SERVER!
    (Cymer)ASML.

    Sentiment: Strong Buy

  • We know "experts" use a static model for their WAGs.
    Easily double or quadruple this WAG.
    10nm and below chip stacks stuff in everything.
    Cant wait for the energy harvesting stuff.
    Bonanza.
    (Cymer)ASML.

    According to a market research report by IHS, the total market volume for embedded security solutions is expected to increase from 1.36 billion units in 2015 to nearly 2 billion units in 2020, driven by the Internet of Things (IoT) applications. Per a report published in 2014, the research firm acknowledged Infineon as a leading embedded security solution provider

    Sentiment: Strong Buy

  • The lagging edge discrete chip bloated motherboard era is over.
    Think EUV/ArF Age.
    Think 3D.
    Think 10nm. Then 7 & 5.
    Think 96-layer SSS.
    Insist on Cymer as they are here making ordinary extraordinary.
    ASML.

    ChipMOS to see revenues grow in 2016, capex to reach NT$3-4 billion

    Steve Shen, DIGITIMES, Taipei [Wednesday 1 June 2016]

    LCD driver IC backend service company ChipMOS Technologies expects its sales to grow by a single-digit rate in 2016, with its capex for the year to reach NT$3-4 billion (US$92.04-122.72 million), according to company chairman Shih-Jye Cheng.

    The company's capacity ramp will focus on expanding its capacity for LCD driver ICs, particularly of large-size LCD panels, Cheng said, adding that ChipMOS will also step up efforts to develop its WLCSP (wafer level chip scale packaging) packaging business.

    Sales performance in the second half of 2016 will be better than that in the first half, powered by rising capacity utilization rate, Cheng said.

    Sentiment: Strong Buy

  • Qualcomm expands Snapdragon Wear lineup with offering for targeted-purpose wearables

    Press release; Jessie Shen, DIGITIMES [Tuesday 31 May 2016]

    Qualcomm has introduced the new Snapdragon Wear 1100 processor for targeted-purpose wearables such as connected kids and elderly watches, fitness trackers, smart headsets and wearable accessories. The Snapdragon Wear 1100 processor complements the Snapdragon Wear 2100 processor, which is designed for multi-purpose wearables, and joins the Snapdragon Wear product family.

    Snapdragon Wear 1100 is designed for the next generation of targeted-purpose wearables where consumers are demanding smaller size, longer battery life, smarter sensing, secure location, and an always connected experience, Qualcomm indicated. The processor excels in meeting these requirements with low power features such as Power Save Mode (PSM), industry leading compact packages, and next gen Cat 1 modem with LTE/3G global band support.

    The Snapdragon Wear 1100 also features an integrated applications processor for Linux-based applications and scales to support voice, Wi-Fi, and Bluetooth, thus supporting a seamlessly connected experience. Additionally, the Snapdragon Wear 1100 incorporates the Qualcomm iZat integrated location engine to offer enhanced accuracy and power optimization through features such as multi-GNSS, cell-ID positioning, and ability to support applications that utilize geo-fencing for safety monitoring. Integrated in the chipset are a hardware cryptographic engine, HW random number generator, and TrustZone, which supports a highly secure environment for consumers. Snapdragon Wear 1100 is commercially available and shipping now.

    Qualcomm also announced a series of collaborations with Aricent, Borqs, Infomark and SurfaceInk who showcased reference platforms based on Snapdragon Wear 2100 and Snapdragon Wear 1100. These platforms represent reference implementations targeting the kid and elderly watch segment and enable OEMs to commercial

    Sentiment: Strong Buy

  • Micron launches 3D NAND SSDs

    Press release; Jessie Shen, DIGITIMES [Wednesday 1 June 2016]

    Micron Technology has introduced a new lineup of 3D NAND flash SSDs - the 1100 SATA and 2100 PCIe NVMe SSDs - designed to address the storage demands of today's most challenging client computing platforms including Ultrabook and tablets as well as performance-oriented desktops and workstations. The series delivers the speed, capacity and power needed to handle massive files, images and multimedia workloads.

    Featuring the industry's highest capacity TLC 3D NAND, the 1100 SSD is Micron's most cost-competitive SATA SSD, taking power to the min and capacity to the max, the company said. The Micron 1100 SSD is ideal for mainstream computing applications, providing users with nearly instant data access, supremely fast system boot times and program load speeds that can happen in the blink of an eye — all while being incredibly silent and extremely power-efficient to extend mobile device battery life.

    When compared to a 2.5-inch consumer 7200RPM HDD, the Micron 1100 SSD is up to 900 times faster for random operations while increasing battery life with low power states that are up to 98% more efficient, the company said. With a maximum capacity of up to two terabytes of flash storage, the new Micron 1100 SSD is an attractive storage option for any user who wants both performance and longer battery life.

    Introducing Micron's first client PCIe NVMe solution, the Micron 2100 SSD transcends to the next dimension of storage with lower latency and unbridled performance for demanding client workloads, such as video creation and editing, online streaming and high-end gaming, the company said. The 2100 SSD enables high-end client computing with simple plug and play capability. Providing four times the bandwidth of standard SATA SSDs, the Micron 2100 SSD reduces data lag and bottlenecks by allowing massive volumes of data to be processed simultaneously. By leveraging the low latency NVMe p

    Sentiment: Strong Buy

  • Let's face it.
    Looks like Apple did a WinTel. RoW caught them on Fones. As of now (will Fone7 be innovative?).
    While The Customer has moved on to Smart Thingies.
    And,...
    Droid Fones taking share while growing unit growth. As bit intensity/Fone explodes.
    It's all about 21st Smart Everything(y).
    Bonanza has NOT stopped. Just shifted.
    Creative Destruction at an ever faster pace.
    (Cymer)ASML.

    Asustek expected to focus on development of IoT, robots, AR/VR

    Monica Chen, Taipei; Joseph Tsai, DIGITIMES [Friday 3 June 2016]

    Asustek Computer is expected to shift its development focus to Internet of Things (IoT), robot and virtual /argument reality (VR/AR) products, seeing the motherboard/graphics card and notebook markets continuing to suffer from weakening demand.

    In addition to its home-care robot Zenbo, introduced at Computex 2016, Asustek is planning to announce a mobile VR device in the third quarter and will unveil mobile AR and PC VR solutions in the first quarter of 2017.

    Since VR and robots are still emerging products and related demand has not yet picked up, the new businesses are unlikely to bring in significant contributions to Asustek's revenues initially.

    Asustek's third-generation ZenFone-series smartphones are set to launch in Taiwan, Japan, Southeast Asia, Europe and the US in July. Asustek will launch three smartphones under the third-generation ZenFone product line, the ZenFone 3, ZenFone 3 Max and ZenFone 3 Deluxe, using either Qualcomm or MediaTek solutions. The smartphones are covered by 2.5D glass and a metal bezel.

    Sentiment: Strong Buy

  • Way toooo much noise for 5G for it to be that far off.
    Stuff really, really gunna fly.
    5G bonanza.
    (Cymer)ASML.

    Sprint demos 5G capabilities at Copa America
    Seeking Alpha
    With the high-profile soccer tourney Copa America Centenario getting under way tonight in California, Sprint (NYSE:S) is taking advantage of the attention and foot traffic with a demo of 5G capabilities.
    Partnering with Nokia (NYSE:NOK), the carrier used 73 GHz millimeter wave spectrum to hit download speeds of over 2 Gbps.
    It's a "big deal" to be the first U.S. carrier to demo 5G wireless at a major public event, CTO John Saw says. The technology will "change the way we collaborate, the way we game and virtual reality. ... We're trying to show the use cases."
    The company demonstrated a live streaming virtual reality system from VideoStitch, as well as livestreaming 4K ultra HD video.
    The demo used beam switching to select the best antennas and send targeted signals to devices, and tested how it would deal with obstacles such as different types of window glass.

    Sentiment: Strong Buy

  • Where do you put the "but it's cheeeaperrr" HDD?
    LOL.
    Just the start.
    (Cymer)ASML.

    Get the world's first true Android PC for 27% off

    Powered by the fast and intuitive Remix OS, the Remix Mini Android PC is a compact computer that brings Android apps and PC features together to create a small but fierce computing powerhouse. Running on only 10 watts of power, the Remix Mini lets you enjoy Remix and Android apps while using convenient PC features like taskbars, multi-window viewing, and keyboard and mouse support. With Wi-Fi and 1G capability, the Remix Mini lets you work on the go, and you can stream music and video to all your Bluetooth devices while you do it. Thanks to its compact size and intuitive OS, the Remix Mini lets you take your work with you without having to lug around your laptop. Although it usually retails for $90, TweakTown readers can get the Remix Mini at almost a 30% discount, making the final price $64.99.

    Sentiment: Strong Buy

  • Why on earth would anyone buy anything that was not OnPulse?
    Precise really, really matters.
    Uptime/throughput/yield really, really matters.
    It's truly, truly Cymer time.
    ASML.

    Mack further observed that the cost of lithography already accounts for more than 50% of the cost of making a chip, and possibly even as high as 70% depending on the design.

    Sentiment: Strong Buy

  • Mike Lercel, director of product marketing at ASML, told SEMI that his company is very confident that EUVL will be ready for next-generation nodes, having demonstrated progress on the NXE:3350B, which is intended for volume production: achieving 1,368 wafers per day at the ASML factory, and excellent imaging and overlay performance at 80W. He further noted that the company’s logic customers will take EUV into production in 2018-2019, so it needs to ship in volume a year before — likewise for DRAM. “We believe that EUV is cost-competitive around 1,500 good wafers per day, but the crossover point may be lower depending on the customer and the application.”

    Having already achieved the productivity milestone of 1,368 wafers per day makes EUVL cost-competitive or break-even for many applications, said Lercel, primarily because multiple patterning is becoming too difficult and EUV is needed to reduce this complexity. “Additionally, we’ve exposed more than 300,000 wafers on multiple NXE:3300 scanners at customer sites and that has accelerated our rates of learning. A 125W EUV source setting has been qualified and is ready for field rollout, and we demonstrated 200W source power at ASML.” He also noted that the company has a robust EUVL product roadmap, including a high-NA EUV scanner, which will take it into the next decade and beyond. “As long as the industry continues to scale and we are not close to reaching devices’ physical limits, there will be a need for EUV.”

    Sentiment: Strong Buy

  • It appears VR requires 8K to render a good experience.
    That's 2X the bits. Gobs and gobs of stuff flyin'
    And,...
    This is just the start.
    (Cymer)ASML.

    Not only can Gear 360 shoot 4K video, it can capture immersive photographs with a mind-blowing 8k resolution - 7776x3888 pixels! Those dimensions begin to match the visual density of a VR headset, so these images should look pretty much as good as the current generation of headsets would allow.

    Sentiment: Strong Buy

  • Marvell is also shipping a new controller.
    Throwing cash at the HDD is fatal. Clowns still talk about cost/GB as it shrinks to pennies difference.
    See disc brakes and radial tires.
    SSS bonanza.
    (Cymer)ASML.

    Silicon Motion Technology Corporation, a world-leading producer and marketer of NAND flash controllers for solid state storage devices, is announcing the SM2258, which represents the world’s first merchant ASIC/firmware SATA 6 Gb/s SSD controller solution that supports the latest 3D TLC NAND from all of the top NAND suppliers. The SM2258 NAND controller is designed specifically for the unique demands of managing 3D TLC NAND for consumer SSDs, offering best-in-class performance along with high capacity, ultra-low power consumption, as well as extended durability and data retention.

    Silicon Motion’s customizable turnkey SM2258 controller is enabling SSD OEM’s to utilize the latest generation and most cost-effective 3D TLC NAND flash, which allows them to quickly bring to market differentiated SSD products. The new SM2258 will accelerate the adoption of a new class of cost-competitive, high capacity and high performance 3D TLC-based SSDs, as well as overall adoption of SSDs as primary storage.

    The SM2258 controller features Silicon Motion’s proprietary NANDXtend technology, which consists of LDPC hard and soft decoding, as well as RAID protection that combined are able to triple the P/E cycles of 3D TLC NAND, ensuring data integrity and extending an SSD’s lifespan. The SM2258 controller also features Direct-to-TLC and SLC caching algorithms to optimize sustained performance with TLC NAND.

    Sentiment: Strong Buy

  • Samsung Producing World’s Smallest 512GB NVMe SSD – Its a Game Changer
    96-layer. Soon.
    Why not stack it on the APU?
    Why not stack everything with 3D interposer?
    The All Silicon Solution. Soon.
    Bonanza.
    (Cymer)ASML.

    Samsung Electronics Co., Ltd., world-leading producer of advanced memory devices, is announcing that it has begun mass production of the industry’s first NVMe PCIe solid-state drive (SSD) in a single ball grid array (BGA) package, to be used in next-generation PCs and ultra-slim notebook PCs. The new BGA NVMe SSD is dubbed PM971-NVMe and features an extremely compact package that houses all of the essential components of an SSD, including the NAND flash memory, DRAM and the controller, while delivering excellent performance.

    How did Samsung create the PM971-NVMe SSD in a single BGA package? This was accomplished by combining 16 of Samsung’s 48-layer 256Gb V-NAND flash chips, one 20nm 4Gb LPDDR4 mobile DRAM chip and a high-performance Samsung NAND controller. This new SSD measures a mere 20mm x 16mm x 1.5mm, and weighs only about 1 gram (for comparison a U.S. dime weighs 2.3 grams). This size represents about 1/100th of the space requirements for a standard 2.5” SSD or HDD. The surface area is about 1/5th that of an M.2 SSD, allowing for much more design flexibility for manufacturers of computing devices.

    Sentiment: Strong Buy

  • jamulmike by jamulmike Jun 3, 2016 10:27 AM Flag

    With The All Silicon Solution, brains will be stuffed in everything.
    The possibilities are simply endless.
    So is bit inflation. My brains have more bits than yours.
    Very, very exciting times.
    Cymer times.
    ASML.

    A PC in your pocket

    Transform any display or TV into a fully functional PC with the Lenovo Ideacentre Stick 300. This handy and compact device offers powerful computing wherever you go, and is only 3.9 inches long—small enough to fit in the palm of your hand or slip in a pocket. It's the perfect mobile solution for working on the fly, streaming movies, or web browsing. Includes multimedia remote, HDMI dongle, and Stick PC holder for mounting to the side of a TV or monitor.

    Multimedia remote

    Take wireless control of the Stick 300 with this palm-sized remote. It includes a backlit keyboard, USB nano dongle, and Windows and media keys.

    Small but powerful

    This little device packs a big punch with a power-efficient Intel Atom processor, 2GB of memory, and 32GB eMMC drive.

    Sentiment: Strong Buy

  • We know how bit inflation works. See what happened to the basic Fone.
    The Chip n Screen intense 21st has just started.
    (Cymer)ASML.

    Going forward, Intel Atom (Core processors too) and cameras will eventually get inside commercial service
    robots like the Pepper robot of SoftBank (OTCPK:SFTBY). An Intel Atom processor is also inside Softbank's Pepper robot. The $1,660 Pepper robot is being marketed for real-world duties in retail shops and fast-food stores.

    Robot manufacturers will eventually need the stronger compute power of Core i5 or Core i7 to run more complicated software.The Zenbo and Pepper robots have their own Android SDK (Software Development Kit). Third-party developers could give these Intel-powered robots custom skills via apps. This open approach toward software programming can only hasten the success of home and service robots.

    Sentiment: Strong Buy