 The blog is written by Semiconductor Fabtech's Editor-in-Chief, Mark Osborne. He has been covering the semiconductor industry for over ten years. This area is intended to provide insight into topical stories of the time in a more informal manner.
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Oct 21, 2005 at 05:17 PM |
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Chartered Semiconductor Manufacturing has long been the
loser in the foundry industry. It has higher operating costs than its three
main rivals, TSMC, UMC & SMIC. Therefore it has taken more quarters to
recover and post profits than the others and sees less of those profitable
quarters compared to the others.Write Comment (0 comments) |
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Oct 20, 2005 at 04:28 PM |
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Its true, according to a press release from Intel Corp that
highlights what goes on when the company sets up a program to reduce the number
of cars employees use to commute to work.Write Comment (0 comments) |
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Oct 19, 2005 at 05:45 PM |
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In February this year we published a white paper from Dan Hutcheson of
VLSI Research that revealed the crisis looming in R&D spending by
equipment and
materials suppliers. It was very clear that Dan felt the industry need
to find
alternative ways of doing R&D, especially from the key point of
getting more bang for the buck.Write Comment (0 comments) |
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Oct 18, 2005 at 05:37 PM |
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The capacity ramp, now much clearer in respect to AMD's
commitment to ramp Fab 36, as fast as possible doesn't quite match what has
been stated last Friday by the company in respect to capital expenditure for
the next few years. Write Comment (0 comments) |
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Oct 17, 2005 at 12:00 AM |
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AMD's head honcho, Hector Ruiz, had played down the ramp rate and first phase capacity expansion for Fab 36 in May 2004, during the fabs "topping off" ceremony. The fab would, according to Hector, have an initial 15,000wspm capability and would be ramped to that level within an unspecified time. Any further ramp would be dictated by demand.Write Comment (0 comments) |
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Oct 13, 2005 at 10:39 AM |
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Having covered AMD from a trade-tech-biz perspective for so
longish, I am still baffled how the financial community can take the same
information we all are given at the same conference calls and come up with
something completely different!Write Comment (0 comments) |
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Oct 12, 2005 at 07:11 PM |
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ASML reported that its lithography tool market share would increase
this year to around 55 percent. A big part of the reason for this
centre's around its immersion tool strategy. Currently it is the only
lithography tool supplier to have shipped immersion tools, due to the
fact that its core TWINSCAN platform was ideal for the job, compared to
the tool platforms of its competitors Canon and Nikon.Write Comment (0 comments) |
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Oct 11, 2005 at 04:32 PM |
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Very soon after our little dig at Intel and its lack of
detail press release concerning its low-power 65nm process, the company has
done it again with the news about its dual-core Xeon server chips.Write Comment (0 comments) |
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Oct 11, 2005 at 01:54 PM |
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As consensus forecasts go, SEMI Silicon Manufacturers Group (SMG) calculations lean towards a conservative stance. This year's consensus forecast issued yesterday, on the surface seems to be no different. SMG are projecting silicon shipments to reach 6,385 million square inches in 2005, which is only a 2 percent growth rate over actual shipments for 2004.Write Comment (0 comments) |
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Oct 06, 2005 at 07:53 PM |
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Since we posted this blog..... Write Comment (0 comments) |
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