Isn't it funny that our resident semiconductor equipment expert thinks that it's blasphemous for us long term investors to point out technical difficulties at Intel?
ashraf - here 's your buddy - I spit in your face - don't bother me ever again
duhboyzarebackintown • Dec 6, 2013 2:11 PM
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NO, you have a problem. It's called posting with a million aliases and trying to control what others say. Go shove a Brautwurst up your rear and salute Hitler.
"As we indicated in our previous note, we actually think this news is a positive for KLAC and semiconductor equipment manufacturers, since it indicates a longer shelf life for 193nm immersion and the capex-intensive multiple patterning at the bleeding edge"
According to KLAC it's a pushout by one quarter - that's insignificant
Intel on track for 10nm
by semi_equip_junkie • Dec 5, 2013 12:31 PM
The fact that Intel is about to procure 10nm equipment makes be believe they are on track and passed the stage of R&D
These 10nm related orders (for reticle inspection application) carry higher ASPs (~$25M), and KLAC was expecting orders for multiple systems. We are somewhat puzzled with the company’s explanation for the booking shortfall. First, reticle inspection has over the past 10 quarters accounted for only 8-9% of KLAC’s overall bookings (or $70M/quarter). ...
Secondly, we believe Intel is the only customer pursuing 10nm R&D, and thus $100M of reticle inspection orders appears too high
He has become a "dairy cow" producing Intel blurb after Intel blurb -
he should not lecture Intel how to design - if he would have "design skills" he wouldn/t be writing for SA and hang out on Yahoo message boards
between TSMC and Samsung.
More dogfighting for ARM related business
QCOM placing 28nm (SiON) orders to Gloflo according to DT
the ARM foundries are going to fight each other for every ARM bone thrown at them - no reason for Intel to fab for NVDA et al -
" The ARM smartphone market maybe a served well enough with 40nm ARM processors. "
checked TSMC capex lately?
Why do you think ARMH is bragging about FinFet tapeouts?
yes 40nm was the sweet spot - now Intel is setting the pace
look at the big picture - It's not only the CPU/APU - similar to IMF Intel might partner up with Micron to manufacture
CEA-Leti signs agreement with Qualcomm to assess sequential 3D technology
CEA-Leti today announced an agreement with Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated, to assess the feasibility and the value of Leti’s sequential 3D technology.
In recent years, Leti has been actively working on a new 3D integration technology process called sequential 3D integration that enables the stacking of active layers of transistors in the third dimension. In comparison with 3D-TSV technologies, advantageously used to stack separate die, sequential 3D technology is anticipated to process all the functions in a single semiconductor manufacturing flow. Thus, the technology allows connecting active areas at the transistor level, at a very high density as it uses a standard lithography process to align them.
According to Leti experts, this new technology is expected to allow a 50 percent gain in area and a 30 percent gain in speed compared to the same generation of technology made in classical 2D. These gains are comparable to those expected in next-generation 2D technology, but the sequential 3D technology is expected to be much less complex and expensive to implement, making this technology a potential alternative to conventional planar scaling solutions.
Leti has shown a number of significant technical advances in sequential 3D technology. The arrangement between Leti and Qualcomm Technologies will allow the critical assessment of this technology in the context of practical applications, further evaluating the potential impact of this sequential 3D technology for future industrialization.
"Ahhh the good enough theory"
he really believed it - he thought TriGate was exclusively advantageous for Intel's CPUs....
The fact that ARM foundries are racing towards FinFet just illustrates how clueless he really is -
wasn't East bragging about FinFet tape outs?
just look what the BRCM guy said couple days ago ....he reiterated what NVDA said a year ago - time for reality check - wafer price is going UP,UP, UP while the return gets LOWER and LOWER
"You have been pumping this phantom threat for years now, no need for me to add to the unreality."
G61 lacks common sense - plain and simple
however he figured out that TSMC will not do the heavy lifting alone - now why would anybody who comes to that conclusion conclude Intel would do the heavy lifting and get NVDA et al of the hook.
does NVDA still believe 20nm is worthless?
I don't know but there is this chart that projects wafer price/cost versus node (40nm, 28nm, 20nm, 16/14 nm not even including 10nm (which Intel appears to have locked in).
I don't think that anything changed with regards to those projections (as confirmed by recent comments made by BRCM guy regarding moore's law running out of gas for the foundries
NVDA probably had some kind of idea with respect to TSMC road map - not capable to shrink the backend - while Intel now has significant density / cost advantage.
I just wish someone at SA or ML would focus on the economics of chip manufacturing Intel versus TSMC .
Just the other day you presented NVidia's roadmap as if you heard it for the first time...
you're an idiot - I know more about NVDA than you do
"That headline is older than you"
so what changed ?
you ARE an Oxymoron
so what would be the incentive for Intel to fab Tegras?
I would never touch ARMH - I know how to play ARM:
Equipment spending down 2013; expect 33% growth in 2014
Go shove a Brautwurst up your rear and salute Hitler.
Now that's really funny - you must be hurting very,very bad....
google NVDA deeply unhappy with TSMC and you will see what BRCM guy is talking about. (wafer cost versus technology node)
Next big #$%$ to reduce cost is 450 mm (30%)
WW might sound like abroken record but nevertheless he's correct - it's about manufacturing
and if you don't believe look at TSMC projected capex
you have a problem...seek immediately professional help...ranting all day...
where is blowhard?