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Tomc34
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re: Semi market growth seen as doubling
Tomc34   8/10/2012 6:05:32 PM
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This sounds very optimistic for the industry, good news! Tom http://www.mitydsp.com

bmccleanicinsights
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re: Semi market growth seen as doubling
bmccleanicinsights   8/10/2012 4:23:47 PM
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That's so true Peter. When I would talk about the terrible DRAM market in the past, with the associated below-cost ASPs, the BUYERS of DRAM from Apple and HP would look at me like I am crazy. Bill McClean President, IC Insights

Peter Clarke
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re: Semi market growth seen as doubling
Peter Clarke   8/10/2012 4:12:39 PM
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You say optimism may view the prospect pessimistically. What's good for the chip makers may be bad for the fab-lite and fabless chip companies and component buyers more generally.

Brian Fuller2
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re: Semi market growth seen as doubling
Brian Fuller2   8/10/2012 3:01:25 PM
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Here's hoping, but the industry has never been particularly good about holding the line on price. It's spent the last 10 years getting even more brutally efficient and productive and almost literally making magic in the fabs and selling the output for pennies... Anyway, optimism, optimism...



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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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