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Kresearch
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re: Samsung, ST sign foundry deal
Kresearch   9/28/2012 11:33:04 AM
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Good to hear ST span her foundry spectrum from in-house, TSMC, UMC, Global Foundries, SMIC and now to Samsung.

Peter Clarke
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re: Samsung, ST sign foundry deal
Peter Clarke   9/28/2012 11:48:02 AM
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Ah yes, but who is in favor and who is on the way out? I don't think they can be all be doing dozen 28-nm tape-outs for ST.

geekmaster
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re: Samsung, ST sign foundry deal
geekmaster   9/28/2012 5:24:01 PM
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How about these rumors that Samsung may cut capex in 2013 by up to 30% and even 50%? Really??

geekmaster
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re: Samsung, ST sign foundry deal
geekmaster   9/28/2012 5:25:31 PM
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Does this also mean that ST stops making any 32/28nm and below?

goafrit
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re: Samsung, ST sign foundry deal
goafrit   9/28/2012 9:25:44 PM
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One loss for TSMC. Samsung is having the best decade of its existence

Kresearch
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re: Samsung, ST sign foundry deal
Kresearch   9/28/2012 11:22:32 PM
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Multi foundry strategy is not an easy way to manage and gets maximum value out of 28nm and beyond technologies. Besides, Samsung is still suffering the role-conflict of IDM and foundry. I guess the reason Samsung still earns A6 order is due to a. cost/tech advantages in memory chips and leading 2.5D packaging technology b. TSMC or other foundries can not guarantee enough 32/28nm capacity. The situation would be changed in 2013 due to capacity boomed and yield improved in TSMC. That would be the reason Samsung allures ST in foundry deal to fill the gap. I am just wondering that Samsung already got tapeout from Qualcomm and others but why Qualcomm still sticks on tsmc's 28nm supply. Same as nVidia. It is an interesting topic to be followed up. Besides, it also implies Global Foundries would be having some troubles with ST.

Peter Clarke
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re: Samsung, ST sign foundry deal
Peter Clarke   9/30/2012 10:28:50 AM
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I don't think it means that. They have only recently been very gung ho about FDSOI. But it does beg the question if nobody else goes for FDSOI will they have to drop it? Is it in any case only a different route to FinFET-on-SOI, which is where bulk FinFET players will go anyway.

michigan0
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re: Samsung, ST sign foundry deal
michigan0   10/1/2012 12:06:20 AM
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The SOI technology was developed by IBM, and PD (partially depleted) SOI was a big success up to 45-nm. But since then no product based on FD SOI has been developed yet although enormous resources have been spent by IBM and its fab club members including ST. The primary reason why ST has selected Samsung bulk 32/28-nm is that FD SOI technology at 32/28-nm and below has not demonstrated its manufacturability yet by IBM and its Alliances. This is because for 32/28-nm FD SOI to be fully depleted to suppress short channel effects the transistor channel or SOI body thickness of 8-nm or less and for 22/20-nm 6-nm or less are required. However, such ultrathin 8-nm Si channel layer for 32/28-nm and 6-nm for 22/20-nm are not manufacturable by Soitech, the largest SOI wafer supplier. What Soitech can deliver is 12-nm Si layer and 25nm Box layer for 22/20-nm nodes as announced at 2012 SOI conference. Soitech is also a member of IBM Alliances. The second reason why Samsung is selected is that Samsung published its 20-nm bulk technology at 2011 IEDM. Therefore, ST can extend to 20-nm bulk technology. IBM Alliances also published 20-nm bulk Si in 2012 VLSI, not significantly different from Samsung’s paper. However, when the planer bulk 20-nm will be manufactured is not announced yet by IBM or by Samsung. See my post for more information on this topic in “Ecosystem emerges around mobile chips tech,” EE Times 7/11/2012. SKim

FraAmelia
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re: Samsung, ST sign foundry deal
FraAmelia   10/1/2012 8:14:05 AM
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Is ST going to be a fabless company? what about the Crolles and Catania facilities that will be stopped in Q4? Is ST management paving the way to loose their in house Si technology know-how? Europe is becoming more and more the periphery of technology arena.

resistion
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re: Samsung, ST sign foundry deal
resistion   10/1/2012 8:32:24 AM
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Most significant difference between 28 and 40 is the HKMG option. It's a last minute offering, really.

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