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truekop
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re: Chinese foundry gets makeover, new ID
truekop   3/19/2013 8:04:04 PM
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If they are doing straight cmos from 0.35 to 65...i see this venture to be a gross failure...unless they invest R and D and look at doing non standard stuff line SiGe BiCMOS or GaN...this venture will get eaten by the likes of TSMC, GloFo....

junko.yoshida
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re: Chinese foundry gets makeover, new ID
junko.yoshida   3/19/2013 10:04:01 PM
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They know it. That's exactly why Lange, ex-IBMer and now at XMC, is saying that's not what the new foundry will do. Instead, XMC is focused on selected customers, forge "partnerships" (a la IBM Common Platform), customize process, and develop "technology with a twist" for that partner, as he put it.

EFosters
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re: Chinese foundry gets makeover, new ID
EFosters   3/20/2013 4:56:44 PM
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"Megafoundries" are only needed to service a few, monster markets like smartphones and tablets. There you have to scale and bleeding edge technology to make the cheapest memories or processors to serve huge volume orders. It is a total commodity play. There's a lot more innovation in the semiconductor industry than just pushing Moore's Law and I think XMC and others realize this.

joshxdr
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re: Chinese foundry gets makeover, new ID
joshxdr   3/21/2013 1:47:18 AM
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Fore example, I work in a fab that makes niche mixed-signal SOCs using 0.5um CMOS. Some customers have very specific requirements and very small volumes. You don't need to be TSMC to make money.



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