Opinion: Chip glut won't end any time soon
Blog 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.
Opinion: DRAM group may face anti-trust issues
Blog 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
Blog 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.
Valley View: Still the same old AMD?
Blog 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."