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U.S. Convenes Chip Study Group

White House explores China, Moore’s law
10/31/2016 05:30 PM EDT
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lilzz
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Re: Can private industry in the US really resist China and its Trillions ?
lilzz   11/6/2016 12:13:10 AM
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what a bunch of BS.

resistion
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Re: 450mm MIA
resistion   11/3/2016 5:56:13 AM
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450mm doesn't have enough vendor funding, worse off than EUV situation, even though there is no new physics involved.

chipmonk0
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Can private industry in the US really resist China and its Trillions ?
chipmonk0   11/1/2016 3:27:04 PM
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Because of its demography Wall St. has been able to operate above the Law w/o any concern for Human Rights or even National Security ! 

Once the Red Emperors of Beijing had demonstrated that they can ruthlessly crush any revolt ( Tian Men Sq. Massacre of '89 ) the PRC became an attractive source of regimented low cost labor for our "Masters of the Universe" and Wall St. started pushing low tech US Corp.s to outsource their manufacturing to China. Even high tech Co.s like the now defunct Motorola were baited by fraudulent US consultants ( with Ivy League pedigree ) w/ visions of monopolizing the huge Chinese market ( which back in the early '90s was almost non existent  ) but being naive Mid Westerners got their "clocks cleaned", their technology ( e,g. Base Stations ) pirated, the whole Corp. compromised by a termite like invasion.

Guided by Henry Kissinger who has been on the pay of Communist China for the last 4 decades and aided by his "cousins and nephews" on Wall St. and Ivy League, China knows exactly how to exploit US weaknesses and has done so very effectively for the last 30 years. The results are for all to see.

Their huge war chest to acquire semiconductor companies are just the tip of the iceberg. The Trillions that China made by maufactiuring Shirts, Shoes and Toys ( and later assembling Consumer Electronics too ) have been turned into Military strength to challenge the US not just in E. Asia but also around the World. Just yesrday they demonstrtaed their brand new Stealth Fighter at an Air Show !

What is to stop China buying small & hungry technology Co.s in the USA ? Just last year they bought a smallish Co. in our City that was originally started by people from Motorola to replicate some of the Adv. Packaging that I myself had pioneered. Now those guys have been pushed out and China has access to technology for 3d integration.

All bets are off unless Obama's successor RIGHTAWAY creates a FUND aimed at start ups and small technology Co.s in the US so as to protect them from predatory acquisitions by China or its surrogates ( unfortunately now that includes even some NATO member countries ). The same goes for hiring practices at Grad Schools, University faculty as well as Industry so as to stop the "free for all" spying and piracy thats been going on for the last quarter century.

Restoring US COMPETITIVENESS and stopping the technology hemmorhage should be HIS Top Goal.

Roads and Bridges will follow automatically once there are enough well paid and productive jobs and the Tax Base is restored.

 

rick merritt
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Re: Hope for better mixed signal design
rick merritt   11/1/2016 1:44:34 PM
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@MWagner_MA  We have been hearing about this problem for years. My sense is engineers believe advanced chip stacking and packaging techniques are seen as the best way of having opotimial connections to dies made in optimal processes, but I am no expert here.

I invite any others to weigh in on this one.

MWagner_MA
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Hope for better mixed signal design
MWagner_MA   11/1/2016 7:15:08 AM
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As chip geometries keep driving downward, the capability of analog in mixed signal designs still is not on par with separate analog/digital chips.  Offset voltages and bias currents of on-chip analog for microcontrollers is still bad.  Is this by choice or because of technology limitations?

witeken
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Re: 450mm MIA
witeken   11/1/2016 4:41:57 AM
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So it's just a matter of focused investments, that makes sense. But still, given the prior investments already, it might be foood for a story.

rick merritt
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Re: 450mm MIA
rick merritt   11/1/2016 12:43:26 AM
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The key issue now for all leading edge chip makers is getting EUV into production. Until that hapens there is no interest in moving to 450mm wafers.

witeken
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450mm MIA
witeken   10/31/2016 8:28:08 PM
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@rick_merrit

Sorry for off-topic, but next time you speak with Intel, I would love to hear their thought about 450mm wafers. Until at least 2014 (last time they reported Capex breakdown), they spent quite a bit on 450mm, but it just seems to have faded away. https://g.foolcdn.com/editorial/images/164894/capex_large.png

And one would think that with all the cost increases from lithography, the semi guys would in fact be even more interested in 450mm like everything that can save costs.

Intel capex 2014

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