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geekmaster
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re: Analyst calls 'bottom' of IC downturn
geekmaster   11/8/2011 9:59:43 PM
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Same scenario as we had in 1Q09 with strong recovery. The shock from two years ago still scares people to make a similar scenario likely. Next year is election year for some (such as US). Positive attitude will be promoted. So, I believe 1Q12 bottom and then strong recovery.

Sanjib.A
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re: Analyst calls 'bottom' of IC downturn
Sanjib.A   11/5/2011 3:25:35 AM
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I'd welcome this kind of positive news. Hoping badly that Christopher Danely is currect. But I believe things are not looking good. I was reading about the job report by Dan Greenhaus, global market strategist at BTIG and he said 'Things are so bad that this looks good'. That was scary! On top of this the political tensions around is driving me nervous.

mcgrathdylan
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re: Analyst calls 'bottom' of IC downturn
mcgrathdylan   11/4/2011 5:04:41 PM
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A fair question. I would say A) this is just one analyst/firm's opinion and B) assuming he is correct, just because we've scraped the bottom on the downturn doesn't mean sales will immediately jump back to normal levels. In AMD's case, the company may believe that expenses are not going to match with sales in the near future. Also, the cynical read on the AMD layoff says the company is cutting its U.S. engineering force in favor of adding engineers in other (read, cheaper) locations. http://www.eetimes.com/electronics-news/4230341/AMD-announces-10-percent-workforce-reduction

_hm
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re: Analyst calls 'bottom' of IC downturn
_hm   11/4/2011 9:09:44 AM
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That is very encouraging news sepcially for EEs and economy in general. It will nice to see new manfacturing and packaging technology for novel products. I wish to see more integration of optics in semiconductor for high speed data transfers.

linkuoge
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re: Analyst calls 'bottom' of IC downturn
linkuoge   11/4/2011 8:15:12 AM
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yes! I am also interested in getting the response

yalanand
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re: Analyst calls 'bottom' of IC downturn
yalanand   11/4/2011 5:58:08 AM
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Wow, this is great news for semiconductor industry. But why is AMD still cutting its work force inspite of possible upturn in semiconductor market ?



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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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