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Universal Display Corp. Message Board

jamulmike 439 posts  |  Last Activity: Aug 30, 2014 8:04 AM Member since: Oct 10, 2011
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  • Today Intel is launching the Core-i7 5960X codenamed Haswell-E. Like the Ivy Bridge-E chip that preceded it Haswell-E is a modern marvel and absolute powerhouse of a chip. With 20 MBs of cache, eight cores, and 140 Watt TDP the Core i7-5960K is the pinnacle of what Intel can etch into silicon. Physically the chip is quite a bit bigger than normal due the 2011 pins required to support its quad channel memory scheme as opposed to the 115x pins found on mainstream Intel sockets. Perhaps the most impressive thing about this chip is the 2012 manufacturing date listed on the front of the package. Intel has been sitting on Haswell-E for the better part of two years; polishing the chip and waiting for the right moment to strike.

    One of the biggest changes from Ivy Bridge-E to Haswell-E is the jump to DDR4 from DDR3. DDR4 is still a very new memory standard and so support for it is currently very limited. As Intel rolls DDR4 out to its laptop and mainstream processors the current ecosystem issues will improve. But for now getting a hold of DDR4 in a timely manner and at a reasonable price is a challenge. In fact we’re still waiting for our DDR4 kit to arrive. So no benchmarks today. But Haswell-E’s position at the top of the desktop market is clear.

    Intel believes that Haswell-E is 20 percent faster at video editing, 32 percent faster at 3D rendering, and 14 percent faster for game AI and physics operations compared to Ivy Bridge-E. For multi-GPU uses cases Intel has included 40 lanes of PCIe 3.0 which should be enough for just about everyone. Intel is once again touting the overclocking capabilities of its chips and the new X99 chipset. But of course all of this will have to wait until we can actually benchmark the platform

    For now we can stare at all 2.6 Billion transistors on this 336mm2 die and wonder what the server version will look like.S|A

    Sentiment: Strong Buy

  • Remember?
    ASML told us long ago.
    Litho share keeps on increasing with each smaller node.
    (Cymer)ASML.

    July's orders were 2.8% lower than the figures a month earlier but up 17.1% from the same period a year earlier.
    "Order activity for semiconductor equipment has held at a steady level so far for 2014," said Denny McGuirk, president and CEO of SEMI.

    Sentiment: Strong Buy

  • Think way cheaper than dirt chips.
    Think 10nm Logic. Soon.
    Think Energy Harvesting.
    Think All Silicon Solution.
    Insist on Cymer.
    ASML.

    TSMC is expected to be able to start constructing the 18-inch fab at the end of 2014 or early 2015 at the earliest, the Chinese-language Economic Daily News (EDN) quoted sources at CTSP as saying.

    Sentiment: Strong Buy

  • I guess KLAC didn't get the "research" "experts" memo.
    You know.
    The Wall memo.

    Once again.
    History repeats.
    Like TA, The Static Model is in 100% failure mode in predicting the future.
    (Cymer)ASML.

    Today, KLA-Tencor Corporation released two metrology tools and an upgraded data analysis system that can reduce overlay error by 25% when using multi-patterning in leading-edge IC fabs. By taking additional data and using feed-forward control loops, the integrated solution dynamically adjusts the exposures in lithographic steppers to improve both overlay and critical dimension (CD) results in high-volume manufacturing (HVM). The suite of tools has passed beta-site evaluations with fab customers.

    Sentiment: Strong Buy

  • I've been wondering if Intel (By far the biggest investor in ASML) wants to squeeze others by delaying EUV.
    They've mastered 14nm ArF. Others are struggling. EUV would somewhat ease the pain.
    Precision matters even more at triple pattern 10nm.
    Hmm.
    (Cymer)ASML.

    Luc Van den hove, president and CEO of imec, described EUV as a cost-effective lithography approach that is “absolutely needed.” In terms of imaging performance, imec has been characterizing some of the latest hardware together with ASML and have showed very good resolution performance of 13nm half pitch and 22nm contact holes. “With double patterning, we have even demonstrated 9nm half pitch,” Van den hove said. “Who would have thought a couple of years ago that this would be realizable with lithography?”

    An Steegen, senior vice president of process technology at imec, said the ideal entry point for EUV is the 10nm node (or N10 using imec’s terminology). “If you look at the cost calculation, the best entry point for EUV is actually at N10 because you can replace triple patterning layers in immersion with a single patterning layer in EUV,” Steegen said. Since that will come relatively soon with early production occurring toward the end of 2015 and in early 2016, that means that likely the whole development phase will have already been built on immersion and multi-patterning. “Likely you will see on the most difficult levels, a swap, an introduction of EUV at the most critical levels later on in manufacturing for N10,” Steegen said.

    Interestingly, industry-leader Intel has said that it will not use EUV for 14nm, and even sees a path to 10nm without EUV. At the Intel Developer’s Forum in 2012, Mark Bohr, director of Intel’s technology and manufacturing group said 10nm “would require quadruple patterning for some mask layers but it’s still
    economical"

    Sentiment: Strong Buy

  • 30MP @ 8K.
    This is Buck Rogers stuff.
    And,...
    This is just the start.
    (Cymer)ASML.

    We’ve already launched our 30-megapixel, 8-megapixel, 5-megapixel as well as our 2-megapixel PureCel sensors and we expect a steady increasing shipping volumes throughout the current fiscal year.

    Sentiment: Strong Buy

  • Our top transaction represents a very large strategic opportunity we were selected for primary storage use, on the basis of our ROI and total cost of ownership, after that customer had previously deployed Violin All Flash Arrays for two performance sensitive applications. To give you some color on how aggressive the competitive landscape can get, in this case we fought the incumbent all the way to free.

    Sentiment: Strong Buy

  • Then 3D.

    Those that fail to keep the torrid pace of Facebook are doomed.
    Flogging HDDs IS repeating...
    The same old behavior and expecting different results.
    The Mother of All Paradigm Shifts is being swift and brutal.
    (Cymer)ASML.

    Social networking giant Facebook has been vocal about wanting a low-cost flash technology, saying at last year’s Flash Summit that a relatively low-endurance, poor-performance chip would better serve its need to store some 350 million new photos a day. Not long after, Jim Handy, principal analyst at Objective Analysis, concluded that Facebook would have to settle for a hierarchy of DRAM-flash-HDD for the foreseeable future. TLC might be cheaper and viable for cold storage, but not as cheap as Facebook would like, he said.

    But TLC could make its way into the enterprise soon, as it is following a similar path to MLC's, as Handy said in a recent interview regarding Silicon Motion’s new controller for TLC NAND in client devices.

    With regard to NxGn Data’s technology, Handy told EE Times that the company is “biting into an awful lot.” He said LPDC is very hard to implement workably because it’s very esoteric and involves mass processing; some vendors do it well and others struggle with it. The other challenging technology NxGn Data is implementing, according to Handy, is DSP, which involves signal processing and filters. For SSD makers, it involves understanding the environment around every individual bit, and “that’s complicated.”

    He says the company does have a good pedigree in terms of the team it has assembled, with three founders who have collective experience with Western Digital, STEC, and Memtech.

    Sentiment: Strong Buy

  • New Tech will not be constrained by 20th thinking.
    The Wall?
    That's vapor for traitor shills and "research" "experts".
    I'll stick with the facts.
    I'll stick with the innovators and entrepreneurs.
    I'll stick with (Cymer)ASML.

    Facebook decided it couldn’t wait for companies like Arista to come out with new switches, so it will build its own. The Wedge switch (above), already being tested in production networks, will become a design Facebook will contribute to its Open Compute Project, an open-source hardware initiative.

    “We wanted to get agility because we are changing our requirements in a three-month cycle,” far faster than vendors like Arista and Broadcom can field new products, said Yuval Bachar, a former Cisco engineering manager, now working at Facebook.

    The company’s datacenters are approaching a million-server milestone, Bachar said. Today it uses 10 Gbit/s links from its top-of-rack servers, but it will need to upgrade in six to eight months, he said. The Wedge sports up to 32 40G ports.

    The most interesting thing about Wedge is its use of a small server card, currently using an x86 SoC. However it could be replaced with an ARM SoC or “other programmable elements,” Bachar said.

    Sentiment: Strong Buy

  • In May, we announced our support for Ultra High-Definition video content on our video solutions. Ultra HD is a technology that enables much better picture resolution on compactable televisions and consumer electronic devices. 4K Ultra High-Def content requires up to 4 times the storage and streaming capacity as that of Standard High-Def content. And Ultra High-Def with 8K resolution requires up to 16 times that of Standard High-Def.

    Sentiment: Strong Buy

  • Remote viewing? Anyone? Anyone"
    12/21/2012? Anyone? Anyone?

    cnbc loves this kinda krapp.
    How many thousands of times must this cry wolf krapp be puked out before it is seen as pure garbage?

    Markets could soon face a fall of up to 60 percent, two experts told CNBC on Wednesday.
    A jolt to international confidence in central banks will lead to a 30 to 60 percent market decline, said David Tice, president of Tice Capital and founder of the Prudent Bear Fund. When this happens, he said, markets will face a "period of extreme turmoil."

    This crash will be precipitated, he said, by a disillusionment with the Federal Reserve's "confidence game," which will then see inflation rise, and the Fed scramble to raise rates. At that point, Tice added, "the Fed starts to lose control."

  • I'm sure they "discussed" mutual "concerns".
    Ready to manipulate in a orchestrated and concerted manner.

    Same old krapp.
    Different day.
    Cesspool.

    Sentiment: Strong Buy

  • In the evening, cnbc masquerades as PBS NBR, Nightly Business Report.
    Comforting to know tax dollars and donations are going to support even more shill outlet TV...

  • And,...
    This is just the start.
    (Cymer)ASML.

    VMworld 2014 Atlantis reckons it can make servers fly faster than anybody else when running virtual desktops. All you need is its USX software and SanDisk flash DIMMs running in an x86 server, an IBM xSeries one in this case.

    Combine all that and you get Atlantis's first all-flash, server-based hyper-converged architecture.

    Atlantis has compared a server using EMC's XtremIO all-flash storage and Xen Desktop with its xSeries-ULLtraDIMM-USX setup, and claims the xSeries box is 57 per cent faster in terms of VDI response time, we're told.

    It also compared its xSeries-ULLtraDIMM setup against a Nutanix appliance running Citrix XenDesktop on Microsoft’s Hyper-V, saying its setup can run 126 desktops per server – more than Nutanix’s 100. It also has a 50 per cent faster response time.

    Sentiment: Strong Buy

  • The PC guys need to seriously pick up the pace.
    They need to get busy in this connected world (Read IoE!). Form alliances with connected stuff.
    Today's Mobile Model precludes smelling the coffee.
    The Mother of All Paradigm Shifts will be swift and brutal.
    Very, very exciting times.
    (Cymer)ASML times.

    The screenshots mention several hardware details for the Nexus X that were rumored before, including a 2K display, 2.7GHz quad-core Qualcomm Snapdragon 805 processor, 3GB of RAM, 32GB of storage and 13-megapixel camera.

    Sentiment: Strong Buy

  • from a talking head on the upward move in stocks.
    these clowns drone on and on and on about "investors" and their "concerns"
    There are no bulls or bears. There are no investors.
    Just psycho picosecond traitors manipulating everything.

    One of the very few real reporters on cnbc, Steve Liesman, was reporting on the economy the other day.
    During the report he mentioned a friend who is a traitor. Guy was bemoaning lack of volatility. Because the whipsawing is how he makes money.
    I've heard this numerous times from the endless parade of traitors talking their book on cnbc, shill outlet channel.

  • In my wildest dream, I would not have expected a dividend from Cymer and SanDisk.
    Intel has been very aggressive in both.
    Apple and IBM, too.
    Could Tech be tired of all the psycho picosecond traitor activity? Where facts don't matter?
    VIX is below 12.
    Hmm...

  • The Mobile Model has proliferated. To everything.
    It's all about low power (oft referred to as battery life in Mobile).
    It's all about instant on.
    It's all about blazing fast.
    Think shrink.
    Think a units/layers/bits bonanza.
    Think precise really, really matters.
    Insist on Cymer.
    ASML.

    Intel reportedly looking to ship 25M tablet CPUs in 2H14 • 2:14 PM
    •Supply chain sources tell Digitimes Intel shipped less than 15M tablet CPUs in 1H14, and is now "aggressively cooperating" with Taiwanese and Chinese tablet vendors to hit its full-year target of 40M.
    •The site adds new Intel-based low-end tablets from Chinese/Taiwanese firms are expected to enter mass-production in late September or early October. A baseband/app processor meant for low-end tablets is due in 1H15, courtesy of a partnership with China's Rockchip.
    •In addition to Apple and Samsung's use of internally-developed app processors, slowing industry growth is acting as a headwind for Intel. IDC estimates global tablet shipments rose 3.9% Y/Y in Q1, and 11% in Q2.
    •Thanks in part to major contra revenue (marketing subsidy) payments to OEMs, Intel's mobile chip segment posted a $1.12B op. loss in Q2. Morgan Stanley has estimated the business will need to reach $8B-$10B/year in sales (up from 2013's $1.38B) to break even.
    •Meanwhile, Intel has unveiled the XM6255, a 3G baseband modem it declares to be the world's smallest. The chip, which competes with offerings from Qualcomm and MediaTek, is aimed at the embedded/wearables market.

    P.S.
    Remember?
    ASML does NOT make sales dollars/profit dollars/margin percentage.
    ASML makes units/layers/bits. Very, very precisely. In very, very high throughput. With very, very high yield.
    In other words?
    OnPulse.
    Or.
    NoPulse.

    Sentiment: Strong Buy

  • How many ARM APUs are underreported by China cheats?
    Prolly a bunch.
    Still require Cymer pulses.
    Remember?
    All lights are Cymer Online lights.
    (Cymer)ASML.

    "We also believe that certain licensees in China currently are not fully complying with their contractual obligations to report their sales of licensed products to us (which includes certain licensees underreporting a portion of their 3G/4G device sales and a dispute with a licensee) and that unlicensed companies may seek to delay execution of new licenses while the NDRC investigation is ongoing. We expect calendar year 2014 3G/4G device shipments to be approximately 1.3 billion globally. However, our estimate of calendar year 2014 3G/4G device shipments that we currently expect to be reported to us is approximately 1.04 billion to 1.13 billion, which is adjusted for units that we believe may not be reported to us, are in dispute or are currently unlicensed. We are taking steps to address these issues, although the timing of any resolution is uncertain." - 3rd Quarter Earnings Release

    Sentiment: Strong Buy

  • In addition, whereas microchips have typically found their homes within a limited number of components in
    I've been saying this for a very long time.
    Facts are becoming oh soooo obvious.
    And,...
    This is just the start.
    (Cymer)ASML.

    years past, the future's "internet of things" is one where any object which could conceivably transmit informative data to its user is likely to have a chip nestled somewhere within it. In other words, "everything" is the next big thing in computing, and it's not hard to imagine a world where the diversification and sheer ubiquity of computing usher in a golden age for EDA companies. In such an environment, we view an EDA holding as suitable for portfolios with technology exposure, and believe Mentor is currently the best such company from which to choose.

    Sentiment: Strong Buy

OLED
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