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Intel Corporation Message Board

semi_equip_junkie 183 posts  |  Last Activity: Oct 18, 2014 12:51 AM Member since: Feb 16, 2012
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  • 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

  • semi_equip_junkie semi_equip_junkie Oct 16, 2014 12:25 PM Flag

    As Alex pointed out there is an "interaction" between SoC and CPU - both benefit mutually from each other - CPUs certainly will benefit from very low power technolgy and vice versa mobile benefits greatly from very high volume CPU manufacturing process (basically help trailblazing yield related issues) - I quoted Bohr a hundred times that SoC and CPU can be manufactured side by side.
    The "problem" is we are are dealing with a braindead "intel missed the mobile blab, blab, blah" and Intel not raising dividend.crowd
    I don't think they understand how lucky they got when MCHP CEO opened his mouth ....

  • Semiconductor market in India is expected to reach US$ 52.58B by 2020

    India has a very large industry base of electronics items, but there is little manufacturing base for semiconductors. As of now India doesn’t have any operational wafer fabrication plants and depends extensively on the imports. Semiconductor industry is 100 percent import based with India importing semiconductors worth $10 billion in 2013. Since In 2013, India spent $169 billion on oil imports, $54 billion on gold imports and $31.5 billion on electronic imports.

    Semiconductors are used extensively in various applications, which offer immense potential for the growth of this industry in India. Semiconductors are used majorly in Mobile Devices, Telecommunications, Information Technology & Office Automation (IT & OA), Industrial, Automotive and other industries (Aerospace, Defense and Medical industries).

    The latest research report by NOVONOUS finds that the semiconductor industry is estimated to grow from $10.02 billion in 2013 to $52.58 billion in 2020 at CAGR of 26.72 percent.

    According to this research report, mobile devices are expected to grow at CAGR of 33.4 percent from 2013 to 2020. The contribution to semiconductor revenue is expected to grow from 35.4 percent in 2013 to 50.7 percent in 2020.

    Telecommunication segment is expected to grow at CAGR of 26.8 percent from 2013 to 2020 and its contribution to total revenue will remain the same at 19.7 percent in 2020.

    IT&OA contribution to the total semiconductor revenue will come down from 28.3 percent in 2013 to 17.4 percent in 2020 due to consolidation in this sector. This segment will grow at CAGR of 18.2 percent over the next seven years.

    Consumer electronics segment is expected to grow at CAGR of 18.8 percent and the contribution to the total semiconductor revenue will come down from the current level of 5.6 percent in 2013 to 3.5 percent in 2020. Industrial electronics segment is expected to grow at CAGR of 19.6 percent and the con

  • Reply to

    What's your excuse now idiots?

    by itakebackmyapology Oct 15, 2014 3:11 PM
    semi_equip_junkie semi_equip_junkie Oct 15, 2014 9:06 PM Flag

    Intel is a great longterm investment which I will continue to hold on.

  • semi_equip_junkie semi_equip_junkie Oct 15, 2014 9:04 PM Flag

    nice to see LRCX and KLAC being up (LRCX 3%) on a day like this considering this "pinhead" of analyst is telling Intel once again to reduce capex - sorry they won't.
    they will continue to march on...
    in the meantime it appears Apple is destroying the foundry infrastructure - supposedly TSMC will do only 20nm and than AAPL back to Samsung ....what's TSMC going to do with that capacity ?
    supposedly the plan was to upgrade it to 16nm FinFet....

    I bet you there are some very unhappy investors at MCHP

  • semi_equip_junkie semi_equip_junkie Oct 14, 2014 10:47 PM Flag

    how is your NVDA short coming .... over the last couple years
    hey
    nobody is perfect!!!

  • Reply to

    Read Flash Boys by Michael Lewis

    by itakebackmyapology Oct 14, 2014 10:02 PM
    semi_equip_junkie semi_equip_junkie Oct 14, 2014 10:11 PM Flag

    Markets are rigged.
    maybe
    don't comprehend the difference between the market for MCUs based on 90nm and Trigate CPU's and APUs -
    keep posting - you are my favorite basher
    the perfect contrarian

  • semi_equip_junkie semi_equip_junkie Oct 14, 2014 5:15 PM Flag

    Listen Dummkopf
    what do margins have to do with share counts ?

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