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Cymer Inc. Message Board

jamulmike 372 posts  |  Last Activity: 4 hours ago Member since: Oct 10, 2011
  • 100G is just the start of The Mother of All Paradigm Shifts.
    Bit intensity on steroids. Like multi-channel 96 layer 3D NAND.

    Jul 6 2015, 10:14 ET | About: Alliance Fiber Optic Produc... (AFOP) | By: Eric Jhonsa, SA News Editor

    Alliance Fiber (NASDAQ:AFOP) now expects Q2 revenue of $25M, above prior guidance of $22.5M-$24.5M and a $23.2M consensus. A record gross margin and non-GAAP op. profit are also expected.
    The optical component vendor is less than a dollar away from a 52-week high of $21.09. Shares rallied in April in response to a Q1 beat and better-than-expected Q2 guidance.
    Full Q2 results arrive on July 22. Strong 100G component demand has been a growth driver, and so has datacom component demand Web/cloud service providers - on the Q1 CC (transcript), AFOP mentioned a "leading Web 2.0 player" accounted for 45% of Q1 revenue.

    Sentiment: Strong Buy

  • jamulmike jamulmike 6 hours ago Flag

    Nothing spews 100GbE chunks like multi-channel SSS.
    96 layer and beyond SSS.

    Sentiment: Strong Buy

  • Fast IT" has become a marketing slogan, and is also a very real challenge for today's IT professionals. But rolling out new applications on the fly, providing continuous improvement, and adapting to changes and feedback in real time can only happen if your basic IT infrastructure is extremely sound.

    In pursuit of this robust architecture, the Ethernet Alliance held its largest plugfest to date at the University of New Hampshire InterOperability Laboratory (UNH-IOL), last week. Engineers from 23 companies in the networking ecosystem -- including Arista, Cisco, Dell, Hitachi, and Intel -- gathered at the UNH-IOL’s 32,000-square-foot facility to work the kinks out of their 40 and 100 Gigabit Ethernet (GbE) technologies and to provide input into the developing standard for 25 GbE.

    "Customers and vendors are telling us they need to move faster," John D’Ambrosia, chairman of the Ethernet Alliance and chief Ethernet evangelist at Dell, explained to me at the event. "We have to keep figuring out how to move the standards development as fast as we can and leverage these technologies quickly, because there are so many new things coming."

    Sentiment: Strong Buy

  • Just read an article about bogus report on China Fone sales.
    To arrive at bogus conclusion sales would be under '15 target, the "expert" just 2X'ed the 1H results.
    Everyone know the bulk of sales come in 2H.

    Everyone, now, is aware 1Q GDP results way, way understate actual. Bogging down 1H GDP.
    c(low)nbc insanetelli used the same voodoo.
    this clown is the jerry springer of the cme.

  • Duh. Each node getting tougher.
    What else is new?
    Here, history HAS repeated. For ALL 5 decades.
    There were 20 guys doing ILine lights.
    Only Cymer can do the EUV/ArF age.
    There will be fewer doing more Moore more.
    More Than Moore.
    Just the start.

    Tech node advances may be slowing but they will evolve through at least two more generations. Can Micron narrow Samsung's technical advantage over time? Micron says they will. Here's Durcan in the call responding to a question:

    "So yes, we expect to close that gap relative to Samsung. It's not going to necessarily be directly on top of it. But remember what Micron's doing right now is that we're converting a lot of capacity from 30 nanometer to 20 nanometer, which is a double step. And so we're going to get a big bang for that as we move throughout 2016. Step two, to 16 nanometer, smaller to begin with, in particular if you've looked at some of the early Samsung samples that are floating around. You will notice that the architecture changes that they've incorporated don't drive nearly the size of die reduction or the bit density increase that you would see going from even 25 nanometer from 30. So we absolutely expect to close the gap with Samsung as we move to 16 nanometer, both in timing and in terms of overall deployed bit density in the market." - Mark Durcan, SA Transcripts

    Sentiment: Strong Buy

  • There's a bunch of guys cranking out single board computers.
    Is Intel trying to disrupt this market.
    Like I said.
    The Mother of All Paradigm Shifts will be swift and brutal. This is NOT chip Armageddon.

    "Perhaps the most interesting about this product is that Biostar is selling it for a mere $69"

    But unlike you’re probably expect this is not another Bay Trail based offering. Rather the chip at the core of this product is from the Braswell family of SoCs that launched at back at Mobile World Congress in March. Built on a 14nm process and cored with Intel’s latest Atom core, Airmont, Braswell has mostly stayed under the radar until now

    The Celeron N3150 in particular offers four cores, a base clock of 1600 Mhz, a boost clock of 2080 Mhz, 2 MB of L2 Cache, a 6 Watt TDP, and a $107 list price. It also supports DDR3L with speeds of up to 1066 Mhz with 16 GBs of RAM installed. A single PCI-E 1x slot with a PCI-E 2.0 electrical connection is offered. Two SATA III ports, two USB 3.0 ports, two USB 2.0 ports, Gigabit Ethernet, Realtek HD Audio, a pair of PS/2 ports, VGA out, and an HDMI port round out the N3150NH’s I/O capabilities.

    Perhaps the most interesting about this product is that Biostar is selling it for a mere $69

    Sentiment: Strong Buy

  • Remember?
    The HDD, like the buggy whip, was here to stay.
    Macs and Chromebooks and boxes tell us the HDD era is coming to a close.
    Just like Nokia saw increasing sales as their share "fell off a cliff", HDDs might increase for a few more years as 96 layer 3D NAND stuff soars and takes share. Then, 128+.
    Here, history DOES repeat.
    Only multi-channel NAND can keep up with multi-core 10nm Logic. Fibre.
    Just the start.

    A 512GB SD4.0 card looks like an SD card
    This monster will be available in July, production was just ramping when I talked to the company and it usually takes a few weeks, plus shipping, then stocking, and the rest of the normal meatspace delays. You should be able to find the 512GB SD4.0 cards on the market in a few weeks

    Microdia 2TB MicroSSD drive

    Last up we have something called the MicroSSD and it sits between a full SSD and a USB flash stick. It is a solid metal case, gold or silver finished, with a microUSB3 port on it. Inside there is between 32GB and 2TB of flash, the 2TB model is not out yet but should be fairly soon. The MicroSSD uses a combination of SMI and Microdia controllers so it is very likely a full SSD with a USB interface on the end. As you can gather from the size relative to the microUSB connector, it is a very small device but nothing comes to mind as a relative measure. It feels heavy, solid, and well-built but that is what you expect from a hunk of metal. If microUSB3 isn’t your connector of choice, USB-C is an option on for this drive.

    In the end Microdia was nothing like what we were expecting when we walked up to the booth. The first thing SemiAccurate saw was a suction cup USB stick, hardly a game changer. When we looked closely we saw that it was the first USB-C OTG drive at the show, things got interesting. Under the hood there is some impressive stacking and controller capabilities at the company, keep an eye on them

    Sentiment: Strong Buy

  • Digitimes Research: Japan home entertainment market sees Sharp rise with new 4K solutions
    Nothing spews chunks like multi-channel SSS.
    96 layer 3D.
    Just the start.

    Hana Hu, DIGITIMES Research, Taipei [Thursday 2 July 2015]

    Japan's home entertainment segment saw several developments in the second quarter of 2015. Sharp introduced a mix of new Ultra HD (4K) TVs, including Aquos 4K Next that can upscale to 8K resolution, according to Digitimes Research.

    4K TV sales in Japan increased about 20% on year in May 2015. The penetration for 4K used in 50-inch and above size units increased to 47.2%, and Sony in particular expects 4K TV sales to most likely make up about half of its TV business in 2015.

    4K TVs in the Japan market have reached a 30% share of overall LCD TV sales during certain months, and the 50-inch and above size proportion has climbed from 40% in previous months. The nation is at the forefront of pushing 4K transmissions and is expected to be one of the first to make 8K readily available. 4K TVs are expected to hold a 13% share of global LCD TV sales in 2015.

    Sentiment: Strong Buy

  • Xilinx tapes out MPSoC on TSMC 16nm FF+ process

    Press release; Jessie Shen, DIGITIMES [Thursday 2 July 2015]

    Xilinx has taped out what the company claims is the industry's first all programmable multiprocessor system-on-chips (MPSoC) using TSMC's 16FF+ process.

    The new Xilinx MPSoC series – dubbed Zynq UltraScale Plus – combines seven user programmable processors including a quad-core 64-bit ARM Cortex-A53 application processing unit, a dual-core 32-bit ARM Cortex-R5 real-time processing unit, and an ARM Mali-400 graphics processing unit. The Zynq UltraScale+ MPSoC family also includes a host of integrated peripherals, safety and security features, and advanced power management.

    Sentiment: Strong Buy

  • Both Fry's and BestBuy have huge Smart Home sections. One of many Next Big Things taking customer interest away from Fones. Have the Fone guys started to sleep walk. Just like the 20th HDD PC guys?
    Just the start.

    Smartphones to represent 80% of total handset shipments in 4Q15, says IC Insights

    Press release; Jessie Shen, DIGITIMES [Friday 3 July 2015]

    Smartphones first accounted for more than 50% of total quarterly cellphone shipments in the first quarter of 2013. In fourth-quarter 2015, smartphones are forecast to reach 435 million units or 80% of total cellphones shipped, according to IC Insights. On an annual basis, smartphones first surpassed the 50% penetration level in 2013 (54%) and are forecast to represent 93% of total cellphone shipments in 2018

    Sentiment: Strong Buy

  • The Wall?
    Just like T/A.
    Voodoo, junk, bunk.
    Innovators and entrepreneurs.

    FinFETs + FD-SOI Proposition: May Save Power
    Why not combine best-of-both worlds?
    R. Colin Johnson

    7/2/2015 11:00 AM EDT

    PORTLAND, Ore. — In the typical black-or-white / one-or-the-other manner in which many of us think, the choice that most semiconductor makers have made is FinFET (finned field effect transistors) or FD-SOI (fully depleted silicon-on-insulator). However, since the foundries like the Taiwan Semiconductor Manufacturing Company, Limited (TSMC), GlobalFoundries Inc. (Santa Clara, California) and Samsung (Seoul, South Korea) have to offer both capabilities to their customers, more semiconductor manufacturers are considering offering the best-of-both-worlds.

    Freescale Semiconductor, Inc. (Austin, Texas), for instance, has just revealed to EE Times that it is using FinFETs for the 14-to-16 nanometer node as well as FD-SOI for 28-nanometer to achieve the same goal—faster speed and lower power consumption—but for different segments of their semiconductor portfolios. They are also toying with the idea of combining the two for next-generation semiconductor nodes

    Sentiment: Strong Buy

  • cnbc, finally, airs something that builds.
    still 99% slime street shills sucking the life out of Main Street. kill millions to make billions.

  • jamulmike by jamulmike Jul 3, 2015 1:43 PM Flag

    pump 'n dump
    stop posting on ASML.

    Sentiment: Strong Sell

  • pump 'n dump

  • Reply to

    DLHC-Can this make it three in a row?

    by lucyvanvolkinburg8gr Jul 2, 2015 10:33 AM
    jamulmike jamulmike Jul 3, 2015 1:38 PM Flag

    pump 'n dump

  • The growth of onboard infotainment systems and connected vehicles makes the automotive segment worth Micron's focus. Earlier this year, it announced automotive-grade Parallel NOR flash and LPDDR4 DRAM for high speed applications. In a telephone interview with EE Times in the spring, Micron's automotive product line manager, James Hawley, said its LPDDR4 products meet the automotive-grade industrial temperature range of -40 to 95°C while enabling 33% higher peak bandwidth than DDR4 and twice the bandwidth of LPDDR3 while using less energy per bit than LPDDR3.

    Sentiment: Strong Buy

  • The problem?
    Those still flogging 20th HDD stuff.
    What's that saying about insanity and repeating the same behavior?
    SSS and Fibre.

    The focus of the discussions there was on large format fan-out packaging, or the necessity that OSATS felt, under yield and packaging cost pressures, to move from Fan-Out Wafer-Level-Packaging (FO-WLP) to Fan-Out Panel-Level-Packaging (FO-PLP).

    First highlighting the market drivers for FO-WLP, TechSearch International's president E. Jan Vardaman pointed out how year-on-year mobile devices got thinner and thinner by adopting an increasing number of wafer level packages for their electronic content.

    She illustrated this with seven generations of iPhones, thinning from around 12mm to 7mm while increasing their WLP content from 2 dies to over 26 dies

    Sentiment: Strong Buy

  • Everything The Next Big Thing.

    "We estimate from figures supplied to us by TU [Technische Universitat] Munchen that the total cost of a new car was 15 percent electronics in 1990, but will grow from 30 percent in 2020 to as much as 50 percent by 2030," Patrick Moran, vice president and general manager of advanced driver assistance systems (ADAS) told EE Times. "And that doesn't count the $400 billion that could be saved by preventing accidents, not to mention the 1.2 billion lives saved worldwide and the 50 million injures prevented."

    Sentiment: Strong Buy

  • Intel will roll out 10nm. Soon.
    The Mother of All Paradigm Shifts is being swift and brutal.
    The slop in chip making is long gone.

    Ultimately, this leaves the Exynos 7420 without real competition. Samsung was able to hit it out of the park with the new 14nm design and subsequently leapfrogged competing solutions. For the near future, the Exynos 7420 comfortably stands alone above other Android-targeted designs as it sets the new benchmark for what a 2015 SoC should be.

    Sentiment: Strong Buy

  • Ho-hum.
    Just another Next Big Thing.
    Way toooo many to count.
    while slime street has greasy PC "concerns" (read roundtrip).

    Cisco's (CSCO -2.2%) IoT System fuses new and existing hardware, software, and services with the goal of providing an end-to-end networking solution for Web-connected embedded devices used in enterprise and industrial deployments - a device category expected to see major growth in the next several years. GE, Intel, Rockwell, and Toshiba are among Cisco's launch partners.

    "IoT is complex, but many customers want an integrated system within a heterogeneous environment, says Cisco exec Kip Compton about the company's solution, which features proprietary hardware meant to work with 3rd-party devices and software. Colleague Andres Sintes: "[We're] going to help [partners] find a solution down to that specific area of that factory floor, or wherever they need to be, to address that customer need."

    Sentiment: Strong Buy