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Kaiser Silicon
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re: Elpida posts profit, sees DRAM price erosion
Kaiser Silicon   11/2/2010 4:19:17 PM
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As long as Samsung builds fabs like there's no tomorrow, and no one else is able to match them, it becomes a question of time before Samsung has a near monopoly. There is one company that is capable of matching Samsung fab-for-fab, or exceed them, but it's too busy buying virus software companies and paying out dividends and doing stock buy backs. If Intel were to do something like merge with Micron, and get into the business of building fabs and becoming the #1 semiconductor company, and not just the #1 microprocessor company, Intel could probably beat Samsung and all other challengers. However, Intel doesn't seem to have the stomach for the fight.



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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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