Comments on: In Hard Times, Chipmakers and Suppliers Butt Heads http://gigaom.com/2009/01/08/in-hard-times-chipmakers-and-suppliers-butt-heads/ Trusted Insights and Conversations on the Next Wave of Technology Wed, 25 Nov 2009 17:31:11 +0000 http://wordpress.com/ hourly 1 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-928847 How Low Can We Go? Gartner Sees Bigger Drop in Chips Wed, 25 Feb 2009 15:50:49 +0000 http://gigaom.com/?p=34818#comment-928847 <p>[...] 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. [...]</p> [...] 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-921170 Tony Fri, 09 Jan 2009 17:07:52 +0000 http://gigaom.com/?p=34818#comment-921170 <p>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.</p> <p>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.</p> <p>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.</p> 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-921159 Dee Fri, 09 Jan 2009 16:15:30 +0000 http://gigaom.com/?p=34818#comment-921159 <p>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.</p> 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-921073 Jon Fri, 09 Jan 2009 06:54:32 +0000 http://gigaom.com/?p=34818#comment-921073 <p>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!</p> <p>Jon http://WoodMarvels.com - Create Unique Memories</p> 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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