Embedded Systems Conference
Breaking News
Comments
Newest First | Oldest First | Threaded View
<<   <   Page 2 / 3   >   >>
yalanand
User Rank
Author
re: Report: Qualcomm wafer fab not ruled out
yalanand   7/2/2012 11:40:56 AM
NO RATINGS
@goafrit, No doubt having its own fab is helping Intel to succeed but Intel has built the expertise to build and maintain the fabs over years. It would be a herculian task for the qualcomm to build and maintain its own fabs at this stage when technolgy is shrinking so fast.

yalanand
User Rank
Author
re: Report: Qualcomm wafer fab not ruled out
yalanand   7/2/2012 11:35:41 AM
NO RATINGS
@Howard, I totally agree with you. It doesnt make sense to build own fab especially when the technology is evolving so rapidly. Let's not forget TI which once held both analog and digital fab's closed down its digital fab's and just retained all the analog fabs.

George Storm
User Rank
Author
re: Report: Qualcomm wafer fab not ruled out
George Storm   7/2/2012 10:26:40 AM
NO RATINGS
I had assumed that the reason that Qualcomm was not getting volume from TSMC was that they had tried to minimise financial risk by not pre-booking (sufficient?) capacity. In the event that capacity was under-utilised, this would in the past have allowed Qualcomm to negotiate better prices (it's not really the case if you are sole-sourced, however). If my assumption is correct, this represents at least two major failings in Qualcomm's purchasing strategy - both a misreading of the semiconductor demand/supply cycle, and failure to recognise the implications of single sourcing. I can see no reason that self-supplying would compensate for incorrect prediction (more the reverse, in fact). If there were any business sense in the idea of floating an own-fab it would be as a negotiating ploy - however, the potential suppliers have too much information for it to work. I believe the only possibly "benefit" of Qualcomm's public stance is to avoid excessive fluctuation of the share price - and even this may well misfire.

George Storm
User Rank
Author
re: Report: Qualcomm wafer fab not ruled out
George Storm   7/2/2012 10:12:32 AM
NO RATINGS
If Intel fully succeeds in their own terms they will (yet again) drop all foundry business. Their statement that fabless is going nowhere can (should?) be read as an indication that they won't take support of fabless companies seriously.

Fab guy
User Rank
Author
re: Report: Qualcomm wafer fab not ruled out
Fab guy   7/2/2012 9:34:16 AM
NO RATINGS
Qualcomm should ask SanDisk or Amkor, two examples that fabless and OSAT tried of getting into the business that they are not familiar with. This may be just a bluffing to tell foundries to get their act together. I think the best bet for Qualcomm is to invest in someone with the capability of 28nm and beyond already, to get their quaranteed capacity. But there are a lot more business consideration and technical, for example, Samsung may be good candidate since QCT still a major supplier to Samsung's cell phone, but not to put all the eggs in basket as one day Samsung may become a competitor as in Apple's case.

resistion
User Rank
Author
re: Report: Qualcomm wafer fab not ruled out
resistion   7/2/2012 2:17:08 AM
NO RATINGS
So, if Intel is the only one who succeeds at 14 nm, Qualcomm can decide whether to use Intel as foundry, or to replicate Intels' 14 nm on their own.

goafrit
User Rank
Author
re: Report: Qualcomm wafer fab not ruled out
goafrit   7/2/2012 1:04:58 AM
NO RATINGS
I have said this before. No one can discount the impact of fab in Intel's success. Intel continues to win because its innovations are double-edged. They have process innovation besides all they do with circuits and architecture. If Qualcomm go do same, they may get it right. Yet, it is very expensive and risky.

Luis Sanchez
User Rank
Author
re: Report: Qualcomm wafer fab not ruled out
Luis Sanchez   7/1/2012 4:18:34 AM
NO RATINGS
The semiconductor industry is very complex. A lot of IP is involved. The fact that the latest S4 processors are 28 nm based rule out the multi-vendor option. I think if Qualcomm is talking seriously the next logical step is to go for a fab. the question is when is the right time? Also, this would only be to address the shortage of Snapdragon processor? How about other chips from the fabless giant?

resistion
User Rank
Author
re: Report: Qualcomm wafer fab not ruled out
resistion   6/29/2012 4:21:51 PM
NO RATINGS
If they really want to do this they should wait through 14 nm to see what new technologies are adopted.

JAK620
User Rank
Author
re: Report: Qualcomm wafer fab not ruled out
JAK620   6/28/2012 9:27:25 PM
NO RATINGS
Agree but also disagree... Fab processes are not as simple as any typical manufacturing or assembly line. Layout is important but there is tons more into it other than layout. I do not see it as de facto foreign monopoly. Not only the R&D but also the FAB processes are the key assets of IDM's like Intel, Samsung, Miron, IBM, TI,...and the like. For the big-Q, even if they start investing on their own capacity now, FAB mfg is not like making Domino's pizza that all you need is the recipe and ovens. You cannot just buy tools, lay them out in the FAB and start manufacturing wafers

<<   <   Page 2 / 3   >   >>


Radio
LATEST ARCHIVED BROADCAST
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.

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Like Us on Facebook
Special Video Section
The LTC®6363 is a low power, low noise, fully differential ...
Vincent Ching, applications engineer at Avago Technologies, ...
The LT®6375 is a unity-gain difference amplifier which ...
The LTC®4015 is a complete synchronous buck controller/ ...
10:35
The LTC®2983 measures a wide variety of temperature sensors ...
The LTC®3886 is a dual PolyPhase DC/DC synchronous ...
The LTC®2348-18 is an 18-bit, low noise 8-channel ...
The LT®3042 is a high performance low dropout linear ...
Chwan-Jye Foo (C.J Foo), product marketing manager for ...
The LT®3752/LT3752-1 are current mode PWM controllers ...
LED lighting is an important feature in today’s and future ...
Active balancing of series connected battery stacks exists ...
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 ...