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goafrit
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re: Fab lite, fewer startups to fuel doubling of IC growth rates
goafrit   9/19/2012 7:48:27 PM
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The declining trend in funding for IC startups is not a good sign for the industry. You can expand growth from the incumbents, but you pay the penalty in lack of innovation.

Brian Fuller2
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re: Fab lite, fewer startups to fuel doubling of IC growth rates
Brian Fuller2   9/20/2012 5:40:41 PM
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@goafrit, excellent point (and the second time i've heard that in 24 hours). The ability for entrenched companies to innovate is limited by their product mindset (as Clayton Christensen has pointed out for years). All is not doom and gloom though: I visited a company yesterday that is an interesting startup in the analog space and got funding in 2010 (Touchstone Semi). The bad news? They were the only valley IC startup to get money that year.



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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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