they sure don't = but it is not a plug and p[ay - i love to study brains /way of thinking like you.....
Does Intel make Semiconductor processing equipment that I don't know about ?
intel pulled the strings in the LRCX/NVLS merger
I actually have a trackrecord on ASML. KLAC, LRCX board - what about you?
oh yeah AMAT bought Varian
but I really had a homeun when AMAT bought ETEC
Fab is king. blah blah, blah.
yeah fab is king - that's why ASML is looking two quarters ahead- LOL
you probably don't comprehend two quarters looking ahead - you just repeat but you don't comprehend what it means
Invest some time reading the ASML transcript
the timelines given by ASML do not match what Samsung/GF are claiming
ASML "talks" about 28nm, 20nm. 16nm Finfet and 14nm Finfet -both 16nm and 14nm Finfet relate to the foundries IMO - Intel has 14nm already in production
I don't believe it's possible anymore to transfer a process unless they use exactly the same toolset - that's what Intel has been doing for a long time when transfering a process to production sites (copy exactly).
I don't believe Samsung will/can dictate to GF the toolset (copy exactly Samsung) - otherwise why would GF have an Engineering team - believe it or not sometimes there are politics involved when deciding what tools to use.
Besides it would be an extremely poor reflection on GF who received millions and millions of tax $ for Albany fab -
and remember a few years ago was word GF going public - not going to happen anytime soon - just more "petro $" down the drain.
The return on GF investment must be terrible
looks like Apple made a very bad call
Samsung lost Apple business ...empty fabs
"Globalfoundries will license Samsung’s most advanced new chipmaking technology"
makes perfect sense doen't it
rather copy and paste why not apply some good old fashion common sense
Besides GF is bidding on IBM chip business
yeah and always read the transcripts
I saw that - fits right into ASML revised outlook doesn't it?
when will people learn to connect the dots....there are plenty out there - I mean dots
It's not a discount on the "SoC" itself - it's a discount on things like memory interface to fully unleash the potential of the "SoC" itself
you one of the top three most usefulless posters here hanging around here all night and day -
you still don't comprehend that contra revenue has nothing to do with the "SoC' itself -
The CFO explained it more than once but shorts like you are brain dead -
LOL - ASML is a DUTCH company
looks like Intel is going to extend the lead relative to the foundries
Basically Intel provides a top notch engine but it needs to subsidize the drive gear (transmission yadayada) to make this a race car -
It brings along with it, at least over the course of 2014, a higher bill of materials. And that's independent from the SOC cost. It's the power management subsystem, it's the motherboard that it goes on, it's the memory solution, those kinds of things. And so, we're providing some contra revenue to offset that bill of material delta over the course of 2014.
Now, as we said, we're doing value engineering with our customers and our partners. And so we're bringing down that bill of material over the course of 2014 independent of any changes to our SOC.
Reading the transcript - just as expected - memory management (3D) will play major role going forward
our "Intel expert" so happy - OMG
was Covello in the call ...did he ask stupid questions or did not show up at all
as I said some time ago - GS already turned coat
just keep shorting the hell out it.....
there some idiots on this board that spend the majority of their lifes here but Nenni is probably the most stupid individual I ever encountered in silicon world - the timing of his "book" is awesome
Extreme Stress for Existing Foundry/Fabless Model
Dr. Roawen Chen, senior vice president of global operations at Qualcomm, will provide the keynote talk at The ConFab 2014 this year. The event will be held June 22-25 at The Encore at The Wynn in Las Vegas.
In his talk, Dr. Chen, will describe how the increased performance and the rapid shift from traditional handsets to consumer computing device post a number of manufacturing and supply chain challenges for fabless chip makers. He says the scale of the challenges also creates an “extreme stress” for the existing foundry/fabless model to defend its excellence in this dynamic landscape. In this talk of “what’s on our mind?” he will deliberate on a number of headwinds and opportunities.
In his role at Qualcomm, Roawen oversees the worldwide operations and supply chain, silicon and package technology, quality/reliability, and procurement functions for the Qualcomm semiconductor business. He has overall responsibility for driving the global integrated fabless strategy and execution.
Roawen is an experienced leader in all aspects of semiconductor operations and supply chain management with a solid background in leading large-scale fabless operations. In addition to his strong technical depth, he has proven experience in building close supplier and vendor relationships and executing to support customer demand and product development. Prior to Qualcomm, Roawen was Vice President of Manufacturing Operations at Marvell Semiconductor in Santa Clara, California. During his more than 12 years at Marvell, Roawen held a variety of leadership roles, including Vice President and General Manager of the Communications and Computing business unit and Vice President and General Manager of the Connectivity business unit. He has also served in management roles in Marvell’s Foundry Operations and Manufacturing Technology groups.
Prior to Marvell, Roawen held technical positions at TSMC-USA and Intel. He earned a bache
yup - he has to produce one blurb after the other ...
They have that "penny per click" tabloid feel to them
old man - why are you always blahblahing about the past?
I don't give a rat's #$%$ about the past
February semiconductor sales up 11.4 percent compared to last year
The Semiconductor Industry Association (SIA) today announced that worldwide sales of semiconductors reached $25.87 billion for the month of February 2014, an increase of 11.4 percent from February 2013 when sales were $23.23 billion. This marks the industry’s largest year-to-year increase in more than three years. Global sales from February 2014 were 1.5 percent lower than the January 2014 total of $26.26 billion, reflecting normal seasonal trends. Regionally, sales in the Americas increased by 18 percent compared to last February. All monthly sales numbers are compiled by WSTS and represent a three-month moving average.
“The trend lines remain positive for the global semiconductor industry, which has followed record revenues in 2013 with an encouraging start to 2014,” said Brian Toohey, president and CEO, Semiconductor Industry Association. “The Americas market continues to demonstrate impressive growth, while sales in Asia Pacific and Europe also increased substantially year-to-year, and the Japanese market continued its recent rebound.”
Regionally, year-to-year sales increased in the Americas (18 percent), Asia Pacific (12 percent), and Europe (9.6 percent). Sales decreased slightly in Japan (-0.2 percent), but February marked the region’s smallest year-to-year decrease since August 2012. Sales fell across all regions compared to the previous month, as February sales historically are lower than January sales due to seasonal trends.
“The U.S. semiconductor market has been a key driver of global market growth over the last year, and policymakers in Washington can help maintain this momentum by enacting measures that remove obstacles to continued growth,” Toohey continued. “One such obstacle is America’s dysfunctional immigration system, which was revealed again this week when scarce H-1B visas were rapidly claimed by employers. Lawmakers should recognize that outdated immigration policies hampe