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Cymer Inc. Message Board

jamulmike 431 posts  |  Last Activity: 13 hours ago Member since: Oct 10, 2011
  • Reply to

    "SBC, Makers Made 2014 a Good Year"

    by jamulmike 14 hours ago
    jamulmike jamulmike 13 hours ago Flag

    another 7 figure shill like ho, pang and kumar.
    totally bogus "investor" "concern" krapp.
    Soooo,....
    What else is new?

    Sentiment: Strong Buy

  • Reply to

    "SBC, Makers Made 2014 a Good Year"

    by jamulmike 14 hours ago
    jamulmike jamulmike 13 hours ago Flag

    sleazyhanna medhi “where is the growth going to come from?” hosseini:
    March 17, 2014, 6:44 P.M. ET
    Susquehanna Financial Group‘s Mehdi Hosseini, who covers chip equipment makers KLA-Tencor (KLAC), ASML (ASML), and Applied Materials (AMAT), among others, asks in a research note today “where is the growth going to come from?” given that it would appear from his research that Taiwan Semiconductor Manufacturing (TSM), the largest contract foundry for chip making in the world, is cutting capacity for chip production at the leading-edge technology, 20-nanometer.

    Sentiment: Strong Buy

  • Where ISNT the growth going to come from?
    (Cymer)ASML.

    Alas, 2014 is coming to a close, and with it, any opportunity for manufacturers to release any new SBC designs. No need to worry though -- Intel, iCOP, and other tech companies are expected to reveal new boards at next year's International CES, which is only a few short weeks away (January 6 through January 9, 2015). However, this year was no slouch for DIY designs for single-board computers.

    Sentiment: Strong Buy

  • Reply to

    More bad news re: ULLtraDIMM for Sandisk

    by jsm190070 Dec 25, 2014 9:46 AM
    jamulmike jamulmike 14 hours ago Flag

    Netlist, @ 70¢/share, about to be delisted.
    Hmmm...

    Sentiment: Strong Buy

  • Reply to

    Toshiba's next Fab outside Japan?

    by jamulmike 14 hours ago
    jamulmike jamulmike 14 hours ago Flag

    Let us not forget:
    sleazyhanna medhi “where is the growth going to come from?” hosseini

    Sentiment: Strong Buy

  • Toshiba weighs expanding chip production overseas • 6:37 AM

    I'm sure SanDisk is pressuring.
    Making chips in good old boy Japan now nearly impossible.
    How could 7 figure guys like ho, pang and kumar have gotten it soooo wrong?
    Hmmm...
    Same old slime street krapp?
    Different contort and distort?
    Hmmm...
    Remember?
    RoW?
    All Cymer all the time.
    ASML.

    Yoel Minkoff, SA News Editor
    •Chief Executive Hisao Tanaka has announced that Toshiba (OTCPK:TOSBF) will decide during the next business year from April on where to build an additional memory chip plant and will consider overseas locations for the facility.
    •The move comes less than four months after opening a NAND flash memory chip fabrication plant in Yokkaichi, Japan.
    •Demand is currently outstripping capacity at the new plant, and Toshiba is now looking to expand production (likely to begin in 2017).

    Sentiment: Strong Buy

  • Think disruption.
    Think The Product Cycle.
    Insist on Cymer because they're HERE!
    ASML.

    D-Link's latest smart home hub lets you add devices with a scan

    How cheap is too cheap? D-Link has found the sweet spot between low-priced, but low-quality smart home systems (from the likes of Archos) and pricey security systems. It's now planning on opening up its system to many more accessories, judging by the DCH-G020 connected home hub that just passed through the FCC. The system will likely bow next month at CES 2015, but the US wireless regulator has revealed quite a bit, including manuals and photos. The hub will control Z-Wave (low-power RF) as well as WiFi devices, meaning it'll work with third-party alarms, detectors and cameras on top of existing D-Link WiFi cameras and accessories.

    For the first time, D-Link is also set to release new Z-Wave sensors, several of which are shown in the diagram above. The hub will work with WiFi and Z-Wave devices at the same time and connect with a WiFi router. The whole thing is controlled by a smartphone, which you can use to add devices either manually or by scanning their QR codes. From there, you'll get the usual scheduling and notification options. There's no word on pricing or availability yet, of course, but it looks like an interesting option for folks torn between cheaper WiFi and mainstream Z-Wave systems. Either way, expect a parade of similar devices to appear in less than two weeks at Las Vegas.

    Sentiment: Strong Buy

  • the yahoos hard at work.

    Sentiment: Strong Buy

  • I've got a 1080P 27" Viewsonic in my 2 year old custom rig.
    Thought that was awesome. System sips power, too!
    Very, very exciting times.
    (Cymer)ASML times.

    Looking to purchase a new monitor this holiday season? Samsung revealed over the weekend a new 34-inch curved monitor called the SE790C. This panel has an edge-to-edge curved radius of 3,000 mm, a 21:9 aspect ratio and a 3,440 x 1,440 (Ultra WQHD) resolution, making it ideal for gamers and tech-savvy enthusiasts looking to break away from the standard flat screen.

    "Unlike flat screen monitors where the viewing distance differs from the center of the screen to the edges, the screen edges of the SE790C more closely match the natural curve of a viewer's eyes," stated Samsung's Tomorrow global blog. "As a result, the SE790C creates a distortion-free viewing experience with less eye strain and enhanced comfort for viewer."

    According to the blog, the new curved monitor has a static contrast ratio of 3,000:1, a typical brightness of 300 cd/m2, a response time of 4ms and 178 degree viewing angles. There's also a Picture-By-Picture mode that allows users to connect two devices and view their screens side-by-side, as well as a Picture-In-Picture mode for viewing a second screen within the first screen. Four USB 3.0 ports eliminate the need for a docking station.

    Sentiment: Strong Buy

  • Innovation is coming fast and furious.
    Will only speed up.
    Think Customer Experience.
    Cymer is HERE. Insist on them.
    ASML.

    Sony's PlayStation Now streaming service broke new ground earlier this year when it let consumers play full-fledged PlayStation games on a television — without a console. Now, it will expand its reach beyond Sony TVs and into Samsung territory. The two Asian electronics giants announced a PS Now partnership that will see Sony's cloud gaming service implemented on Samsung smart TVs early next year.

    For those not familiar with PS Now, it's a collaboration between Sony and Gaikai, which provides game-streaming technology. Users can rent PS3 games and stream them directly to PS4, PS3 and PS Vita consoles, as well as Sony Bravia TVs. Since the rendering is all done in the cloud, a powerful console is not necessary; simply having a PS3 or PS4 controller is enough.

    MORE: 100+ Tech Gift Ideas for the Holidays

    Using the service on Samsung TVs will be about as simple as using it on any other device. PS Now will be available as an app for Samsung's smart TV interface, although Sony has yet to announce exactly when. Once users download the app, all they'll need to do is follow the standard PS Now procedure of searching games, choosing one to rent, and then playing it almost instantly. The service will require PlayStation Network credentials and credit-card information, just as it does on other platforms.

    Sentiment: Strong Buy

  • Reply to

    Samsung 20nm LPDDR4 good for mobile 4K

    by jamulmike Dec 25, 2014 9:42 AM
    jamulmike jamulmike Dec 25, 2014 9:45 AM Flag

    Samsung has already begun providing 2 GB and 3 GB packages of 8 Gb and 6 Gb LPDDR4 RAM to its OEM customers,while the 4 GB packages will be available to them early in 2015.

    It's possible we won't see all the new smartphone flagships coming out this spring with 4 GB of 8 Gb LPDDR4 RAM, but at least some of them should have it. The most likely candidate for the 4 GB LPDDR4 package is the Galaxy S6, Samsung's own smartphone. The Snapdragon 810 that's supposed to arrive in the U.S. version of the Galaxy S6 already supports LPDDR4.

    Sentiment: Strong Buy

  • Mobile is setting the pace. Raising the bar. Every 12 months.
    The PC guys are seriously behind the curve. These 20th dogs need to learn new tricks.
    HDDs and motherboards are just soooo 5 minutes ago.
    Think Mother of All Paradigm Shifts.
    Cymer is HERE. Insist on them.
    ASML.

    Samsung announced that it has started mass production of industry's first 8-Gigabit LPDDR4 RAM, which is the new standard of low power double data rate memory. The new memory packages will be built on Samsung's cutting edge 20nm process.

    "By initiating production of the 20nm 8 Gb LPDDR4, which is even faster than the DRAM for PCs and servers and consumes much less energy, we are contributing to the timely launch of UHD, large-screen flagship mobile devices," said #$%$ Sun Choi, Executive Vice President of Memory Sales and Marketing at Samsung Electronics. "As this major advancement in mobile memory demonstrates, we will continue to closely collaborate with global mobile device manufacturers to optimize DRAM solutions, making them suitable for next-generation mobile OS environments."

    The new mobile RAM will be more suited for 4k video recording and continuous shooting of 20MP or higher resolution images, thanks to its larger bandwidth. Samsung's LPDDR4 has an I/O data rate of 3,200 Mbps, which is twice as much as the DDR3 RAM that's used in desktop PCs.

    The new LPDDR4 memory is also more energy efficient, using up to 40 percent less power than an LPDDR3 module with the same amount of RAM. Samsung's proprietary low-voltage swing-terminated logic (LVSTL) technology for its I/O signaling allows further energy savings for high-frequency operations.

    Sentiment: Strong Buy

  • Intel's custom designs are going to be a significant part of the 18 million chips sold by the company’s data center business annually. Next year custom designs will account for almost half of the chips Intel sells to public clouds, according to The NY Times.

    Betting big on custom solutions

    Diane Bryant, head of Intel’s data center business, said the company never denied custom solutions and that Intel gets orders from the “tens of thousands to the hundreds of thousands” for special chips.

    Sentiment: Strong Buy

  • The 100G long haul build-out is well underway.
    Those not doing 4G 100G are doomed. Then 5G 500G.
    Only SSS can spew those kinda chunks.
    Think stuff IS flyin'. Massive disruption is NOT shill/"expert" Armageddon.
    Think SSS and shrink.
    Insist on Cymer.
    ASML.

    Shares of fiber optic networking equipment vendor Ciena are up 36 cents, or 1.9%, at $19.84, after Cowen & Co.’s Paul Silverstein a short while ago reiterated an Outperform rating on the shares, writing that his “checks” suggest the company is “highly likely to be selected as one of the two key suppliers for Verizon Communications’s (VZ) looming 100Gbps metro optical build-out,” a deal that could bring Ciena $200 million to $300 million over two years

    Sentiment: Strong Buy

  • IRVINE, Calif., Dec. 15, 2014 /PRNewswire/ -- Broadcom Corporation, a global innovation leader in semiconductor solutions for wired and wireless communications, today announced a new series of physical layer transceivers (PHYs) supporting 2.5G and 5G Ethernet speeds. The next-generation devices provide a 2.5X to 5X increase in data rate over Gigabit Ethernet with no disruption to existing cabling infrastructure. The new devices also offer the lowest bill-of-materials, cost and power consumption.

    Sentiment: Strong Buy

  • Reply to

    BRCM PR: 28nm chip for Smart Dish

    by jamulmike Dec 24, 2014 4:46 PM
    jamulmike jamulmike Dec 24, 2014 4:55 PM Flag

    •That didn't last long: Four months after Bernstein's Stacy Rasgon upgraded Intel to Market Perform (after holding a bearish stance for over 18 months), he has downgraded the chip giant back to Underperform.
    •Much like a few other analysts, Rasgon is concerned Intel's above-market PC CPU growth is driven not only by share gains against AMD - he declares Intel is "absolutely slaughtering" its smaller rival - but also by rising channel inventories. Last week, Intersil's guidance and commentary heightened inventory-related concerns.
    •Rasgon: "Inventory builds in the 1H are normally followed by channel inventory drains in the 2H ... Far from draining channel inventory in 2H14, Intel’s Q3 results and implied Q4 outlook suggest channel inventories will continue to build into the second half of the year, an event we have not seen in years and years."
    •Intel rose 13% in the time between Rasgon's upgrade and downgrade.

  • Reply to

    BRCM PR: 28nm chip for Smart Dish

    by jamulmike Dec 24, 2014 4:46 PM
    jamulmike jamulmike Dec 24, 2014 4:52 PM Flag

    sleazyhanna medhi “where is the growth going to come from?” hosseini:
    March 17, 2014, 6:44 P.M. ET
    Susquehanna Financial Group‘s Mehdi Hosseini, who covers chip equipment makers KLA-Tencor (KLAC), ASML (ASML), and Applied Materials (AMAT), among others, asks in a research note today “where is the growth going to come from?” given that it would appear from his research that Taiwan Semiconductor Manufacturing (TSM), the largest contract foundry for chip making in the world, is cutting capacity for chip production at the leading-edge technology, 20-nanometer.

  • Where ISN'T the growth going to come from (to paraphrase a 7 figure shill)?
    Just the start.
    Cymer is here, too!
    ASML.

    •First satellite solution to combine GPS technology in subscribers' satellite outdoor unit (ODU)
    •Provides most accurate service installation, subscriber equipment tracking and content geo-locking
    •Creates path to location-based business applications, content and social media

    Broadcom Corporation (BRCM), a global innovation leader in semiconductor solutions for wired and wireless communications, today announced the industry's first GPS-enabled satellite outdoor unit (ODU) device. The solution combines Broadcom's BCM4551 satellite TV device with its BCM4771 GPS receiver, enabling operators to better track the location of subscriber equipment and pinpoint subscriber's service issues in the home. Broadcom will demonstrate the new solution at the International CES show, January 6-9, 2015. Visit www.broadcom.com to learn more.

    Broadcom's new satellite solution resides in the low-noise block (LNB) of a subscribers' satellite dish, enabling operators to better position dish installations and reduce metering equipment costs and truck rolls. Combining GPS-enabled ODU technology with a set-top box (STB), operators can quickly locate and validate a subscriber's home location.

    Key Features of the BCM4551
    •Highly-integrated 28 nanometer (nm) process with low power consumption

    Sentiment: Strong Buy

  • jamulmike jamulmike Dec 24, 2014 3:25 PM Flag

    This kind of pay to play spam is never found on YHOO MB!
    hmmm...

  • We know how limited planar NAND SSS life is. Right?
    Only 1000 years for most. Some 2000+. LOL!
    Where...oh where is multi-id's misleading and outdated "facts"?
    Think SSS, shrink.
    Insist on Cymer.
    ASML.

    3D nand flash -may be tough enough for industrial markets

    Although 3D nand flash SSDs have been shipping in the market - the current technology doesn't deliver enough efficiency and cost advantages to replace 2D in the short term. Many manufacturability and design problems remain to be solved before that is likely to happen in mainstream SSD markets.

    On the other hand the raw endurance of 1st generation 3D flash seems to be 3x to 4x better than 2D at the same line geometries - according to early work done by an industrial SSD company FMJ Storage.

    If these early impressions are confirmed in later volume production - this could open up the possibility of alternative markets for this type of flash.

    Sentiment: Strong Buy

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