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resistion
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re: Micron misses estimates, inks Samsung deal
resistion   10/9/2010 4:36:22 AM
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Agreed, it consumes a portion of income, where it could be used elsewhere like R&D. I was comparing with the 10 billion or more in Samsung's announced semiconductor capex.

selinz
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re: Micron misses estimates, inks Samsung deal
selinz   10/8/2010 5:58:09 PM
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275million is hardly a negligibleamount with a met income of 1.9billion for 2009. The bigger question is what Micron gave to Samsung along with the IP. Processing and fabrication know how? or is it strictly cross licensing..

resistion
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re: Micron misses estimates, inks Samsung deal
resistion   10/8/2010 3:31:49 PM
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IP is like a negligible part of capex.



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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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