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Simonstar
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re: Moore's Law, the bifurcation of the semiconductor industry and 3-D integration
Simonstar   5/24/2012 4:31:35 AM
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If Moore's Law comes to an end this decade, we might see engineers think of smarter ways to make devices smaller and smarter, perhaps maximising the computational power of existing chips. The electronics might hit a snag, but I think it gives lesser advanced societies time to catch up while we think of ways to innovate again. Simon - http://www.starrausten.com

3D Guy
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re: Moore's Law, the bifurcation of the semiconductor industry and 3-D integration
3D Guy   6/22/2011 8:54:20 PM
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and the equipment vendors :-)

abraxalito
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re: Moore's Law, the bifurcation of the semiconductor industry and 3-D integration
abraxalito   6/21/2011 1:33:02 AM
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The only people who really want the most expensive fabs are bankers.

beinglass
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re: Moore's Law, the bifurcation of the semiconductor industry and 3-D integration
beinglass   6/18/2011 5:50:47 AM
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Using depreciated Fab is so appealing when the price of new fab is becoming redicuously high so this trend will continue. Now regarding analog stand alone vendors I think there is room for growth in the future especially in the smart grid, solar convertors, electric and hybrid cars etc.

beinglass
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re: Moore's Law, the bifurcation of the semiconductor industry and 3-D integration
beinglass   6/18/2011 5:47:25 AM
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Yes the foudry business is here to stay no doubt, what you will see in the future (already started) is more activities in the analog foundry.

d_sekar
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re: Moore's Law, the bifurcation of the semiconductor industry and 3-D integration
d_sekar   6/17/2011 9:29:49 PM
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@TPFJ: I think the issues you mention about the analog market are valid... but are already considered in the market research numbers of Figure 2.

d_sekar
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re: Moore's Law, the bifurcation of the semiconductor industry and 3-D integration
d_sekar   6/17/2011 9:29:02 PM
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@TPFJ: I think the issues you mention about the analog market are valid... but are already considered in the market research numbers of Figure 2.

tpfj
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re: Moore's Law, the bifurcation of the semiconductor industry and 3-D integration
tpfj   6/17/2011 3:54:12 PM
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Analog chips for RF and PMU paired with ditigal ICs on handheld devices is actually diminishing with SOC initiatives even though the market for these devices is skyrocketing, in fact because they are skyrocketing. As such I would argue the analog pure-play vendors are in danger of losing their shirt. As for Moore's Law, 3D and using already depreciated older fabs, all valid points until you need 32 cores.

3D Guy
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re: Moore's Law, the bifurcation of the semiconductor industry and 3-D integration
3D Guy   6/17/2011 1:48:58 PM
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Nice article. The foundry model is here to stay!



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