Comments on: In Hard Times, Chipmakers and Suppliers Butt Heads http://gigaom.com/2009/01/08/in-hard-times-chipmakers-and-suppliers-butt-heads/ Sat, 11 Feb 2012 00:50:04 +0000 hourly 1 http://wordpress.com/ By: Richard http://gigaom.com/2009/01/08/in-hard-times-chipmakers-and-suppliers-butt-heads/#comment-157431 Wed, 03 Feb 2010 20:34:40 +0000 http://gigaom.com/?p=34818#comment-157431 Sales were ~$12B for wafer processing equipment in 2009 vs the $35B prediction you were given (which may have include test/assy as well, which combined was still only ~$15B). Suppliers were focussed on staying alive and getting ready for the upturn where 450mm is not required. 25nm Flash has been announced and 22nm logic will be in production by Intel in 2011. The opportunities for 450mm insertion are being passed up at the same time cost for future node advancements will escalate with EUV Litho coming online. Prospects for a wafer size change anytime soon are becoming even bleaker.

]]> By: How Low Can We Go? Gartner Sees Bigger Drop in Chips http://gigaom.com/2009/01/08/in-hard-times-chipmakers-and-suppliers-butt-heads/#comment-157430 Wed, 25 Feb 2009 15:50:49 +0000 http://gigaom.com/?p=34818#comment-157430 [...] isn’t going to stop, the recession, overcapacity in certain markets and the potential for a wafer upgrade could push some of these companies to the brink. [...]

]]> By: Tony http://gigaom.com/2009/01/08/in-hard-times-chipmakers-and-suppliers-butt-heads/#comment-157429 Fri, 09 Jan 2009 17:07:52 +0000 http://gigaom.com/?p=34818#comment-157429 It’s simple: 450mm isn’t going to happen. The only possible customers are Intel, Samsung, and TSMC. Yes, they’re major customers, but not big enough to recoup the development costs.

Buying one company isn’t going to help Intel, either — they would have to buy a complete set of front end companies, not just one company, and then they would have to pay for the R&D, which is exactly what they don’t want to do.

Intel is often wrong. For example, they’ve been pushing EUV for a decade or so, and I’ll bet real money EUV will never make it to a production fab.

]]> By: Dee http://gigaom.com/2009/01/08/in-hard-times-chipmakers-and-suppliers-butt-heads/#comment-157428 Fri, 09 Jan 2009 16:15:30 +0000 http://gigaom.com/?p=34818#comment-157428 I wonder if Intel might do a end-run here by purchasing a company on the cheap, someone like Aviza Technology – http://www.fabtech.org/editor_s_blog/_a/can_aviza_do_a_tegal/
and do their own 450 mm. Would be a great time to scoop up someone.

]]> By: Jon http://gigaom.com/2009/01/08/in-hard-times-chipmakers-and-suppliers-butt-heads/#comment-157427 Fri, 09 Jan 2009 06:54:32 +0000 http://gigaom.com/?p=34818#comment-157427 I hope they continue their investments regardless of the economic situation present at the moment, if anything, computer power will be required in larger quantities in the future at reduced prices… I don’t see this changing anytime soon!

Jon
http://WoodMarvels.com – Create Unique Memories

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