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GREATTerry
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re: Update: China fab tool firm looks to expand
GREATTerry   2/21/2011 6:20:24 PM
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I suppose this market is a high tech industry that labor cost is not a major concern but having a pool of talents is the key to success. I wonder if there are enough talents in this field in China. How can they make the product cheaper beside lowering their profit margin expectation?

mark.lapedus
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re: Update: China fab tool firm looks to expand
mark.lapedus   2/21/2011 12:53:59 AM
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Himanshu_Gupta, Sorry. I don't have a forecast or size of the etch market. Anybody got those numbers? Hm, AMEC's main focus is the IC market. AMEC claims they are cheaper.

_hm
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re: Update: China fab tool firm looks to expand
_hm   2/20/2011 6:54:09 PM
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Is AMEC also doing work for Chinese Space and Miilitary industry? Is that their main focus? Also, what is cost advantage of AMEC fab tools vs Applied and Hitachi?

Kinnar
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re: Update: China fab tool firm looks to expand
Kinnar   2/20/2011 6:45:36 PM
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AMEC is doing very good progress in etch market, but it is quite surprising that etch market is also having tough competition.

wilber_xbox
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re: Update: China fab tool firm looks to expand
wilber_xbox   2/20/2011 10:01:40 AM
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Mark, can you please update on the etch market size and the current distribution per tool provider? What is the future outlook for etch business?



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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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