Embedded Systems Conference
Breaking News
Oldest First | Newest First | Threaded View
User Rank
re: Updated: 450-mm fab schedule slips
docdivakar   1/25/2011 8:18:43 PM
The analyst from Piper Jaffray makes a valid point: until the equipment makers (I would include backend and test equipment as well) see value-adding opportunity, the 450mm launch will keep getting pushed out. Chances are, by 2015 and beyond, there will be fewer fabs that can afford the $Billions needed to upgrade. This is definitely a quandary for the 300mm fabs; on one hand, we see fewer fabless companies with products off the drawing board (we hear any where from $5M to $50M for a new ASIC development), more consolidation that seems to be coming in fabless companies, while on the other, emerging 3D chips may still use 200mm wafers, or worse, put more pricing pressure on the 300mm fabs. MP Divakar

User Rank
re: Updated: 450-mm fab schedule slips
Dave.Dykstra   1/25/2011 9:57:12 PM
This is not too surprising given the state of the world's economies during the past couple of years. If you've not yet been able to get adequate returns on the current state of the art, you really aren't very willing to move on to the next, especially if you're still able to make money at the current level. I suspect we'll see a few large players making the move because they have seen the returns and can afford the investment and some slightly smaller players holding back and hoping to leap-frog to the next level when it becomes available.

User Rank
re: Updated: 450-mm fab schedule slips
krisi   1/25/2011 11:40:28 PM
I agree with Dave and @docdivakar and think this transition will continue to get pushed out...who can really afford it? Its a huge investment requiring new tools and new fabs. Intel and Samsung for sure but I doubt there will be many more takers...there is much more excitement in semi industry in growing vertically (3-D) than horizontally! I bet in the future there will be more silicon cubes than large silicon pizzas! Kris

User Rank
re: Updated: 450-mm fab schedule slips
any1   1/26/2011 1:55:17 PM
The transition to 450 mm has been a tough sell for sure, but I can foresee a time where once a couple of early adopters such as Intel and Samsung make the move to 450 mm other companies will be forced to follow or they will no longer be competitive - especially the commodity memory producers. At that point we may see more consolidation and joint ventures as smaller players struggle to survive.

Top Comments of the Week
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Max Maxfield

ESC Minneapolis 2015 Sneak Peek! Baking Pis in Africa
Max Maxfield
Post a comment
One of the great things about my job is that so many interesting people get to meet me I get to meet so many interesting people (LOL). For example, I just received an email from Kurtis ...

Bernard Cole

A Book For All Reasons
Bernard Cole
1 Comment
Robert Oshana's recent book "Software Engineering for Embedded Systems (Newnes/Elsevier)," written and edited with Mark Kraeling, is a 'book for all reasons.' At almost 1,200 pages, it ...

Martin Rowe

Leonard Nimoy, We'll Miss you
Martin Rowe
Like many of you, I was saddened to hear the news of Leonard Nimoy's death. His Star Trek character Mr. Spock was an inspiration to many of us who entered technical fields.

Rich Quinnell

Making the Grade in Industrial Design
Rich Quinnell
As every developer knows, there are the paper specifications for a product design, and then there are the real requirements. The paper specs are dry, bland, and rigidly numeric, making ...

Special Video Section
After a four-year absence, Infineon returns to Mobile World ...
A laptop’s 65-watt adapter can be made 6 times smaller and ...
An industry network should have device and data security at ...
The LTC2975 is a four-channel PMBus Power System Manager ...
In this video, a new high speed CMOS output comparator ...
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...
Why culture makes Linear Tech a winner.
Recently formed Architects of Modern Power consortium ...
Specially modified Corvette C7 Stingray responds to ex Indy ...
Avago’s ACPL-K30T is the first solid-state driver qualified ...
NXP launches its line of multi-gate, multifunction, ...
EE Times Senior Technical Editor Martin Rowe will interview EMC engineer Kenneth Wyatt.
Flash Poll