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Content posted in July 2001
Opinion: Japan down but not out in chip race
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7/31/2001   Post a comment
Japan Inc. is choking on semiconductors. The Land of the Setting Semiconductors is not alone and has lots of global company in the current chip malaise.
Semiconductor Alert! (July 23-27)
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7/27/2001   Post a comment
Commentary & analysis of week's chip news
Opinion: Chip glut won't end any time soon
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7/23/2001   Post a comment
SAN FRANCISCO-- Your crystal ball foggy on what's ahead in the semiconductor market? Well, last week's SEMI Semicon West big equipment show offers one forecast of some certainty: the world for some time to come is going to be swimming in chips.
Semiconductor Alert! (July 16-20)
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7/20/2001   Post a comment
Commentary & analysis of week's chip news
Information globalisation
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7/19/2001   Post a comment
Rich countries and companies must support the distribution of IT in poorer parts of the world
Opinion: DRAM group may face anti-trust issues
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7/17/2001   Post a comment
With DDR-II specs in the home stretch, JEDEC is now ready to sire the later generation DDR-III. That might be a more fitting task for ADT, since thrashing out all the loose ends of a new technology in advance by the major players makes it a lot easier to draft a JEDEC spec. But DDT-III is a chip for 2005-6 -- a lifetime away in the DRAM aging cycle.
Executive Comment: Learning from history's mistakes
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7/16/2001   Post a comment
It has been said those who can't learn from history are forced to repeat it. As we move through this current downturn, it appears we need to review the chapter about inventory. Perhaps we should take this opportunity to really learn this lesson once and for all: less inventory really is better.
Opinion: DRAM alliance seems stalemated
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7/16/2001   Post a comment
Like mystery stories? Then delve into the enigma of the Advanced DRAM Technology (ADT) alliance of Intel Corp. and five of the biggest memory chip producers.
Semiconductor Alert! (July 9-13)
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7/13/2001   Post a comment
Commentary & analysis of week's chip news
Opinion: Intel faces dilemma with processor rollouts
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7/11/2001   Post a comment
It looks like Intel Corp. has gotten itself into a bit of a mess with its rollout of new microprocessors -- its core business.
Valley View: Still the same old AMD?
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7/10/2001   Post a comment
When Advanced Micro Devices announced last week that both sales and profits for the second quarter would fall far short of earlier projections, the disappointing news sounded familiar to longtime observers of the company. And when AMD's stock tanked the next day, the temptation was to shrug one's shoulders and say, "Same old AMD."
Semiconductor Alert! (July 2-6)
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7/6/2001   Post a comment
Commentary & analysis of week's chip news


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