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chanj0
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re: Photomask market to grow 7% in 2012, SEMI says
chanj0   5/2/2012 6:12:57 PM
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Photomask market is tied to foundry market. As more and more fabless companies work with Taiwan foundries, the increase of photmask market share of Taiwan companies is far from a surprise. The question is if a large chunk of fabrication is going to China, will the photomask business go to China as well? Would Intel shift the curve as it joins the foundry business?

yalanand
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re: Photomask market to grow 7% in 2012, SEMI says
yalanand   5/3/2012 7:23:01 AM
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Just wondering if the Japanese share of 24% will fall even further in coming days because more and more companies would want to move out of Japan after the tragedy that unfolded in 2011?



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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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