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?
Oh, I love Intel SSDs
I think Intel is using (exclusively) SLC a for a reason but unless you are enterprise who cares?
BTW IMF does not have to pay royalties to SNDK for using MLC like Samsung (still does?) - that goes back to Intel producing NOR based MLC.
no, I am just checking you out
Oh, I love Intel SSDs. They're all I buy these days.
do you know the difference between SLC and MLC - just curious
shortcoming about analog/RF?
why did Intel pick Microsemi (specifically emphazising trigate in the foundry agreement) - I asked many times and I think it now becomes clear to me.
Just like the small FPGA players Intel selected years before ALTR agreement Intel selected microsemi as a training ground to improve/enhance their analg/RF capabilities....
Microsemi Corporation designs, manufactures, and markets analog and mixed-signal semiconductor solutions primarily in the United States, Europe, and Asia. Its products include radio frequency (RF) and power components, analog and RF integrated circuits, standard and customizable system-on-chip solutions, and mixed-signal and radiation-tolerant field programmable gate arrays
A good analysis about TSMC should look at capital intensity in the past, current and future (capex to sales from advanced technology) in comparision to Intel which is quickly becoming a threat to TSMC (even Chang acknowledged it calling for the :great alliance" against Intel).
Projections are that capex for TSMC will NOT decrease in 2014 and 2015 and WW accurately pointed out the "financial stress" TSMC (and actually the other foundries that try to compete with TSMC) will experience.
Of course this kind of stuff you won't find on semiwikki.
It (analysis) should look at the challenges for ramping a 450 mm fab (compare Intel with TSMC).
Does anybody really believe a 2% revenue ramp in the first quarter followed by lets say 8% in next quarter would cut it.?
At 450 mm the foundry model will be dead and the big ones like QCOM and Apple will have to spend capex to support their foundry of choice.
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 $100M of reticle inspection orders appears too high
why are we / is this board paying so much attention to A.E.
a top notch EE/ chip designer should be able to pull in 6 figures or am I mistaken
I like what Mars said - he would not waste time on writing for SA for peanuts - that makes sense to me
by j7777kxx is the NVDA sucker I was refering to -
I wonder if this sucker looked at NVDA's roadmap closely ....take good look at GPU road map - it dropped off after 2014 - Volta is a moving target - even for Maxwell no date committed
Unless you and the other folks on this board aren't interested in making money in real time.
Money in real time ?
You want make money in real time?
eventually the traders (long and short) will figure out they are barking up the wrong (Intel) tree.
( I think Alexander explained numerous times how to obtain steady stream of revenue from Intel).
I did very, very well with equipment stocks (thanks to TSMC spending on capex).
"Eventually' may be a very long time from now. Like years"
That's perfectly OK with me - I think I have some kind of understanding what Intel's potential is going forward - I don't need SA nor M fool to reassure myself.
Intel is a long term pick and has a solid longterm roadmap despite the comments made by that NVDA (fan) #$%$ - he should take a close look at "NVDA deeply unhappy with TSMC"
it's an Oldie but Goodie - nothing really changed - capex is going UP, UP, UP
Create chaos to get readers/get paid.
EXACTLY - that's how Ninni operates
bad news sells always better than good news
a couple days ago about a dozen (!!) ML/SA blurbs about Intel popped ...
readers will get tiered of it
pretty soon A.E. might show up at semiwikki
sort of Jekyll and Hyde?
he thinks he knows it all - he cranks out articles just for the sake of it...
his blurb about Intel's advantage in analog with respect to Trigate was posted (by me) about a year ago...
do a 12 month comparision Intel versus TSM...
I don't believe ARMH, QCOM stock price can be de coupled from TSM longterm - the market has not baked in the higher cost for 20nm / FinFet and even 61 figured out that TSMC will NOT do the heavy lifting on its own
G61 here's your quote -
it's (Trigate/FinFet) HUGE advantage to a CPU architecture when every company on the planet, except one, is supporting it !!"
then there must be a link... or you're lying... which one is it now
calling you out PUNK !!!!
Getandid 61 - you ARE a POS who can't stand up to his own word - I spit in your face - f off - you're wasting my time
getanid61 • Aug 23, 2012 2:39 PM
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Thanks for the link
"it's HUGE advantage having trigate manufactured for several years."
it's HUGE advantage to a CPU architecture when every company on the planet, except one, is supporting it !!
the oxymoron is talking TriGate.....
tomorrow I'll might dig up your stupid comment about defect density as it relates to trigate Less
Banzai was an industry insider but he did not always call the market well.
That's why I don't believe in insider trading :o) a lot of shorties look at insider selling though
several years ago I looked at insider selling and noticed a lot of LRCX high level insiders sold far too early -
"I think that the next equipment up-cycle is already underway and that it will peak in late 2014 or early 2015."
I think the ups and downs mellowed out quite a bit - there is still the perception of a highly cyclical industry but there are many, many reason (I am to lazy to write down) why it's not highly cyclical.
The main reason why semi equips were highly cyclical was self inflicted - many, many players would invest in capex with anticipation of demand - nowadays only few players are left and they they try to wait until the last minute before pulling the capex trigger.
yeah still back in the mountains ...now brewing German Lagers
went back to the Fatherland and walked through Brandenburg Gate for the FIRST time NO WALL.
I can remember
By the wall
And the guns
Shot above our heads
And we kissed
As though nothing could fall
And the shame
Was on the other side
Oh we can beat them
For ever and ever
Then we can be Heroes
Just for one day
"As l said many times Intel will leverage their CPU business (in many ways) to support SoC"
Gee... ya think... glad to see even you can grasp the obvious..
sorry 61 - you ARE the dummy - you were the dummy and you still are the dummy - here's your quote -
it's (Trigate/FinFet) HUGE advantage to a CPU architecture when every company on the planet, except one, is supporting it !!
so you were implying TriGate would be only advantage for CPU but not SoC.
I just watched dumb and dumber
sorry you won't be off the hook (this quote by you) is just too hilarious
just to continue my train of thought
Intel has $ 50 billion CPU business - Intel spent for decades and continues to spend heavily on R&D and manufacturing to support this (CPU) business and Intel will leverage all the advantages from CPU business towards the SoC business - and please don't tell me Intel can not design a descent SoC