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Search results

  1. P

    Computex

    So the big date of the year is coming. Gentlemen, what are your bets for the biggest news coming from Computex? Main Themes COMPUTEX is a leading global exhibition focused on AIoT and startups. The expo will continue with the position of “AI Next”, featuring the latest tech trends: AI &...
  2. P

    What the extremely ambitious fab expansion plans have to say about the prospect of a market crash?

    What the extremely ambitious fab expansion plans have to say about the prospect of a market crash? Signal I see: 1. no way out, but to up rates for developed nations 2. obvious consumption crash 3. capital flight 4. debt load on big companies 5. overproduction crisis in China It feels so...
  3. P

    EUV vs. 450mm — the turning point

    Prior to first EUV nodes, every new technology generation was always coming together with net capacity expansion. Every new node was bringing significantly more dies at lower costs. But after EUV, the trend reversed, and newer node fabs started to come with much less net capacity than the...
  4. P

    Tariff rates on final goods for dummies

    1. You want to make a 2TB NVME SSD 2. You buy $50 of dumping pricing YMTC flash chips 3. If you just sell chips to USA at cost, they get the blanket China tariff, and cost $70 at the port of entry, which is already near the retail price. 4. If you move chips to a third country, add a $0.5...
  5. P

    Why USB type-C has 2 conductor pairs for low speed configuration, and 1 for nothing at all — the story behind Type-C bizarre design choices

    At CES, I met a company of old Intel engineers who privied me on questions maddening every USB device developer during a dinner. To understand extremely questionable design moments, they began the explanation how seemingly well meaning efforts to preserve USB 3 backward compatibility with USB 2...
  6. P

    Serious brain drain at TW fabless

    The laurels of nVidia are having detrimental effect on TW companies. I wrote than around 2007-2009, you could have had 3-4 times lower net salary as a process engineer at a TW fab vs. Western first tier fab. But the gap for software, RTL, physical design people have gone to truly ridiculous...
  7. P

    Any updates on GloFo 12FDX? Has anyone made anything mainstream on it?

    Any updates on GloFo 12FDX? Has anyone made anything mainstream on it?
  8. P

    Is there any PCIE PHYs for GloFo 12fdx?

    Is there any PCIE PHYs for GloFo 12fdx?
  9. P

    Everyone talk how underpriced TSMC, and leading edge foundries are, few talk how much underpriced are the legacy semi companies.

    A lot of early 200X fabs are still making many essential, single source chips, but they are owned by companies not doing that well financially, in comparison to how much money, and attention have flown to the leading edge. While remembering how COVID chip surge revealed how a single number of...
  10. P

    What has happened to Elpida?

    What has happened to Elpida?
  11. P

    A friend of mine runs a mixed signal outsourcing shop, looking for WiFi MCU client suggestions.

    So, that's the story: a VLSI and mixed signals outsourcing shop with 7 years on the market. Most of their clients are big European semis. Power, motor control, some primitive RF for keyfobs etc. So far, no one wanted to give them WiFi MCU work as all big EU semis want to do it in house. Do you...
  12. P

    Why CSP packaging cost more than wirebond-epoxy packages?

    Intuitively, it would've been the the automation unfriendly wirebonded packaging which should've been more expensive. Why a simpler WLCSP is priced higher?
  13. P

    Is there any modern process for dynamic logic?

    After Apple bought Intrinsity, and took its products off the market, what is left on the market to do dynamic logic design and production?
  14. P

    Mono-3D DRAM claim

    https://neosemic.com/neo-semiconductor-launches-ground-breaking-3d-x-dram-technology-a-game-changer-in-the-memory-industry/
  15. P

    How real is for GF, UMC, and other 2nd tier foundries to field a common sub-40nm platform?

    How real is the idea of an alliance of multiple 2nd tier foundries fielding common sub-40nm nodes, or at least coming to some degree of IP standardisation?
  16. P

    Import substitution speeds up as Chinese MCU suppliers target automotive sector

    Import substitution speeds up as Chinese MCU suppliers target automotive sector Annie Huang, roundup; Jack Wu, DIGITIMES AsiaThursday 16 February 20230 Credit: DIGITIMES The wave of import substitution in China's semiconductor sector, coupled with the strong demand from the EV market, has led...
  17. P

    How much cross-over in-between MEMS, and general semiconductor industry there is?

    I began reading on MEMS industry, and how one enters it. It seem there are close to no "feeder industries" into it, and most opportunities on working on new MEMS developments come from university->industry transition. MEMS made crazy advances over the last decade, and I still can't fathom how...
  18. P

    TW local elections

    It seems that Greens didn't score a change, if not slid a bit. Tsai has announced her resignation as a DPP's chair. I have a distant feeling that blue will be less generous with the industry in their localities. Greens were always strong around Hsinchu, and south in general.
  19. P

    Real world experience with Kandou bus? How it fares vs PAM4?

    Hello fellows, Did anybody work on something using Kandou bus? How true it is the popular notion that KB is marginally better than PAM-4 at extra ~50% transistor count?
  20. P

    1 man semi companirs, do they still exist today?

    Outside of the fabrication space, does anybody have an account of somebody succesfully working in semi soace alone? Whether it is individual IP selling, hdl outsourcing, niche consulting, specialist service for fabrication, or working as a fabless?
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