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Intel Corporation Message Board

semi_equip_junkie 109 posts  |  Last Activity: Nov 13, 2014 12:38 PM Member since: Feb 16, 2012
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  • semi_equip_junkie by semi_equip_junkie Nov 13, 2014 12:38 PM Flag

    Not one of the objectives were accomplished - nada - quite the opposite. No wonder East took a hike at the right time

    The world is going to port to ARM or something along those lines ...
    and Intel is going to fab for ARM....
    where is that oxymoron G61 anyway

  • semi_equip_junkie semi_equip_junkie Nov 12, 2014 8:44 PM Flag

    so why is TSMC and Samsung pushing so hard for FinFets - oops
    ---

    Why do you think?

    What do you think?
    I think you are somewhat "limited" to put it politely .......
    me very happy "ARM ecosystem" spending big bucks

  • semi_equip_junkie semi_equip_junkie Nov 12, 2014 8:37 PM Flag

    My investment strategy paid off beautifully - one big chunk Intel leveraging its manufacturing strength (and improving design capabilities) and on the other side equipment stocks like Lam, AMAT, KLAC and ASML - benefiting greatly from the ARM race - TSMC et al have no choice but spend - I have to laugh at the Intel shorts ....dumb and dumber
    besides memory spending (capex) is going up as well - capital intensity is going up

    and as far as concerned to me I have very strong belief Intel is working on embedded memory - and they will get it done

  • semi_equip_junkie semi_equip_junkie Nov 12, 2014 9:08 AM Flag

    "Overall,RAM, audio and SD have little effect on the power consumption
    of the device, and therefore offer little potential for energy optimisation."

    Everything is "relative"
    otherwise Samsung and Micron would not be developing LOW POWER DRAM aka LPDRAM?

  • semi_equip_junkie semi_equip_junkie Nov 11, 2014 12:05 PM Flag

    I'm not sure if Russ get's that it's the screen that uses the most power in mobile devices (typical usage situations).
    so why is TSMC and Samsung pushing so hard for FinFets - oops

  • semi_equip_junkie semi_equip_junkie Nov 11, 2014 11:33 AM Flag

    Greetings
    as I believe (and mentioned before) the real battleground is not SoC rather how to deal with memory interface going forward - and that's more or less a process/material development and ultimately a manufacturing issue.
    As everybody probably knows German export bounced back strongly - the same old boring and dumb short posters are still here ....Cyber trash
    An excellent tour at the BMW motorcycle plant was one of the high lights - ASML, KLAC, LRCX all marching on and Intel slowly moving on -
    The new BMW R nineT is sold out for month and BMW is expanding
    Harley? No Thanks

  • Reply to

    IBM; Hey Chief

    by lost_my_shorts Oct 20, 2014 12:07 PM
    semi_equip_junkie semi_equip_junkie Oct 20, 2014 11:59 PM Flag

    yes IBM Vermont used to be the largest fab - been there.
    Back than they still used aluminum and CMP was emerging - IBM made both logic and DRAM.
    IBM was leader in copper but had huge problems with the dielectric layers (SiLK) - also TSMC and UMC had the same problems.
    I still remember CC when analysts asked Hill what's holding up proliferation of copper...remember Banzai from NVLS board (I think he was very much involved in this problem)
    IBM got out of DRAM and focused on foundry work which turned into a disaster.
    I believe GF is asking $2 billions from IBM to take over IBM's foundry business ...
    IBM''s chip business was run into the toilet

  • Reply to

    Yeppers, market UP, INTC DOWN,,,,,again

    by marcopubio Oct 16, 2014 6:18 PM
    semi_equip_junkie semi_equip_junkie Oct 18, 2014 12:51 AM Flag

    ASIC for the chop at 45nm
    one comment
    Staff
    3rd January 2007
    Get news by email

    ASIC design may come to end to an end at 45nm, killed by rising cost and lengthening time-to-market.

    “I haven’t heard of ASICs at 65nm and there are not many 90nm ASICs at the moment because the costs are so high. Will they use 45nm when the mask sets will be an initial $2m to $3m?” asks Wim Roelandts, CEO of Xilinx. Mask costs do come down over a node’s lifetime. The 65nm mask cost started at $2m and is now down at $1.5m. But the 45nm cost could be enough to kill off ASIC design at that node. “There’ve been lots of attempts to revicve the ASIC marketlike ASSPs and structure ASICs but the design starts get fewer and fewer”, said Roelandts. Agreeing with Roelandts is Professor David May FRS, Professor of Computer Science at Bristol University. “If you’re building an ASIC device for a market in 2008 or 2009, which is what you have to do because it takes that long to design a complicated ASIC, you don’t know if the market is still going to be there when you’ve completed the chip”, says May, “and the cost of design is so high that people are becoming reluctant to fund complex ASIC designs and the number of designs has been dropping over the last 2/3 years.” May’s answer is: “More generic technologies able to address multiple markets.” Roelandts’ answer is, naturally enough, more FPGAs.
    -

  • Reply to

    Yeppers, market UP, INTC DOWN,,,,,again

    by marcopubio Oct 16, 2014 6:18 PM
    semi_equip_junkie semi_equip_junkie Oct 17, 2014 11:42 PM Flag

    I'm limited to under $25K.
    25 k wafers ? LOL ...

    What does the term ASIC encompass?
    Generally speaking, an Application-Specific Integrated Circuit (ASIC) is a component that is designed by and/or used by a single company in a specific system. By comparison, an Application-Specific Standard Product (ASSP) is a more general-purpose device that is (typically) created by an Integrated Device Manufacturer (IDM) using ASIC tools and technologies, but that is intended for use by multiple design houses and for deployment in multiple systems.

  • Reply to

    Where is Ashraf these days ?

    by sujit_98 Oct 17, 2014 12:19 PM
    semi_equip_junkie semi_equip_junkie Oct 17, 2014 10:55 PM Flag

    I know - you are Mr. Market Timer ...LOL
    better upgrade that desktop ASAP

  • Reply to

    Where is Ashraf these days ?

    by sujit_98 Oct 17, 2014 12:19 PM
    semi_equip_junkie semi_equip_junkie Oct 17, 2014 10:51 PM Flag

    who cares?

  • Reply to

    Where is Ashraf these days ?

    by sujit_98 Oct 17, 2014 12:19 PM
    semi_equip_junkie semi_equip_junkie Oct 17, 2014 9:40 PM Flag

    gainfully employed at the motley fool,

    comes from a fool who bought Intel below $19 and sold short term profit for peanuts - ZERO investment skills -
    do you know what top notch EE's & designers can make ?
    no you don't

  • Reply to

    I'll worry about my savings.

    by angstromatic Oct 17, 2014 11:53 AM
    semi_equip_junkie semi_equip_junkie Oct 17, 2014 9:34 PM Flag

    that's a good one - apology worries a lot lately

  • Reply to

    Yeppers, market UP, INTC DOWN,,,,,again

    by marcopubio Oct 16, 2014 6:18 PM
    semi_equip_junkie semi_equip_junkie Oct 17, 2014 9:25 PM Flag

    ASIC stands for Application Specific IC - ASIC is more or less dead
    LSI Logic and VLSI Logic used to be industry leaders - FPGA's have taken over.

  • Reply to

    Which pumper will come on here saying

    by itakebackmyapology Oct 17, 2014 4:39 PM
    semi_equip_junkie semi_equip_junkie Oct 17, 2014 9:20 PM Flag

    which chip stock outperformed Intel - can you name one - no you can't
    if you really do what you claim you are doing you've been bleeding for 24 months - but you're kind of a freak who is obsessed with WW.
    dreadful - BUT keep posting - you are my favorite contrarian

  • semi_equip_junkie by semi_equip_junkie Oct 17, 2014 1:50 PM Flag

    Problems are opportunities - comprende?

  • semi_equip_junkie by semi_equip_junkie Oct 17, 2014 1:30 PM Flag

    Any short term shortages that we've heard of on and off on DDR4 memory have largely been addressed in the allocations, at least for these Tier I OEMs in our checks. So, looking at everything we think Grantley is off to a very healthy start. We think that’s going to give us the uplift that we are looking for in calendar Q4 and that seems to be corroborated by some of our pick up even in the first month of this calendar. Less

    A chart will never be able to anticipate - it merely reflects the herd mentality...
    Basher Bernstein told us just weeks ago to buy ASML - where was Stacy Rasgon ?
    Again and again most chip analysts don't understand capex

  • semi_equip_junkie semi_equip_junkie Oct 17, 2014 1:24 PM Flag

    remember SARS?
    the world was supposedly coming to an end ....
    I tthink SARS was far worse .....

  • Reply to

    Chief

    by lost_my_shorts Oct 17, 2014 11:38 AM
    semi_equip_junkie semi_equip_junkie Oct 17, 2014 12:32 PM Flag

    next week I go to Germania - so I will miss the Giants maybe
    this is the mother of all upturns - a steady move up with little downs in between - 2015 supposedly good too -
    Intel leads and the other have no choice - spend or sink
    the yahoo boards (LRCX et al) are completely dead - the shorts got killed a long time ago

  • semi_equip_junkie semi_equip_junkie Oct 16, 2014 12:35 PM Flag

    opposite to you WW actually adds content - like it or
    I believe you are seriously mentally disordered

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