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mark.lapedus
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re: GlobalFoundries to boost capex in '11
mark.lapedus   9/7/2010 5:28:29 AM
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HSBC says GlobalFoundries (GF) won't be a real factor in the foundry market until 2011. I agree. I am still not convinced about them. Sometimes, I think they are really lost. I am not sure they have made the transition as an IDM under AMD to the pure-play foundry business. They got deep pockets, but they don't have a clue right now. They may figure it -- perhaps sooner than later. But for now, I see red ink and slower-than-expected sales for the foreseeable future.

nicolas.mokhoff
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re: GlobalFoundries to boost capex in '11
nicolas.mokhoff   9/4/2010 1:56:06 AM
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According to the Albany Business Review GlobalFoundries will hire 185 technicians and engineers this fall as it prepares for the 2012 opening of its $4.2 billion plant in Malta, NY. Read more: http://albany.bizjournals.com/albany/stories/2010/09/06/story3.html

daleste
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re: GlobalFoundries to boost capex in '11
daleste   9/4/2010 12:12:48 AM
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It is good to see fabs still being built and expanded in USA. There aren't many manufacturing industries still expanding here.



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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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