"expert": 70% of '18 NAND output to be 3D..................................................................
"However, DRAMeXchange predicts that NAND flash bit growth will be about 43 percent in 2018, while bit demand growth is projected to be about 38 percent."
Prices dropping is precisely what ASML shareholders want. Classic Price Elasticity. Gadget guys have been whining about nosebleed NAND and RAM. With lower prices, more of both will be slapped into stuff.
Cymer lights don't make prices. Or profits. Or margins. Cymer lights make units/layers/bits. Very precisely.
NAND guys really starting to dial in 3D NAND. Paves the way to ~200L. Can you say way cheaper than dirt SSS? Prolly dialing in 1Xnm RAM, too.
And,... This is just the start.
However, DRAMeXchange predicts that NAND flash bit growth will be about 43 percent in 2018, while bit demand growth is projected to be about 38 percent
DRAMeXchange expects 3D NAND to make up 70 percent of global NAND bit output next year, the firm said. Samsung has been in mass production of 64-layer 3D NAND since the recently concluded third quarter. By the fourth quarter, DRAMeXchange expects 3D NAND to be more than 50 percent of the company's NAND capacity, a number that could rise to as high as 60 to 70 percent next year.
SK Hynix now uses mainly 48-layer NAND stacking technology, but its 72-layer stacking will account for a larger share of its production capacity next year, according to DRAMeXchange. The firm expects about 20 to 30 percent of SK Hynix's total NAND flash production capacity to be 3D NAND in the fourth quarter of this year, a figure that could rise to 40 to 50 percent by the fourth quarter of 2018, DRAMeXchange said.
Toshiba and partner Western Digital mainly produced 48-layer 3D NAND during the first half of this year. About 30 percent of the joint venture's total NAND capacity will be based on 3D NAND in the fourth quarter, with that number expected to surpass 50 percent by the fourth quarter of 2018, according to DRAMeXchange.
P.S. Don't confuse survival of the fittest with shill Chip Armageddon. Only the apex guys will survive and thrive in The EUV/ArF Age. And,... They'll crank out units/layers/bits like no tomorrow. The Wall is a bogus slime street creation. they cry wolf with every new node. pay "experts" for supporting "research".
Fone like a desktop...only better......................................................................
Yet, the WinTel PC guys flog dead horse HDD hotboxes expecting different results. See Retail. See insanity. 5G. Soon.
Think shrink and All Silicon Solution.
Insist on Cymer.
The second way of looking at a phone, the one Qualcomm prefers, is to focus on what’s inside. Modern smartphones, thanks in no small part to chipmakers such as Qualcomm (and Apple, which now designs its own chips), are computers that can more or less do everything a desktop can while producing little heat and using almost no electricity. They do it all wirelessly: A 4G, or fourth-generation, cell phone can receive and transmit data at speeds comparable to those of your home Wi-Fi network, from almost anywhere in the developed world. Most of us have gotten so used to this that we’ve stopped being impressed by it. “You pay roughly the same per month today as you did 20 years ago, and you get a million times more data,” says Matt Grob, Qualcomm’s executive vice president for technology. “That’s because of the advances in the craft of digital wireless communications.”
Bit cramming China guys gobble up Fone share................................................................................
It' not about Apple or Samsung. For ASML shareholders, it's about Fone units and bit intensity.
Like I've been saying for a few years... China guys being very disruptive.
“Anybody can do it” is not necessarily good for Apple, though. By offering its technology for a fee based on the price of a device, Qualcomm is in effect giving manufacturers of inexpensive phones a discount—at a time when iPhone sales have been unchanged and sales of phones by Chinese upstarts have been spiking. According to an estimate by technology consulting company International Data Corp., Huawei Technologies Co. increased shipments by 20 percent in the second quarter of 2017, which puts it just behind Apple in worldwide market share. Sales by the fourth- and fifth-place manufacturers, Oppo Electronics Corp. and Xiaomi Corp., grew by 22 percent and 59 percent, respectively. By contrast, Samsung, the top-selling device maker, and Apple, No.?2, saw gains of less than 2 percent each.
Google's October 4th event might include more for Chrome OS fans than the rumored Pixelbook. David Cannon and 9to5Google have spotted multiple app references to Google Assistant coming to Chromebooks. Google's Home app notes that some Assistant apps will work with Chromebooks, for instance, while the Chat with your Assistant app recently started listing compatibility with the Chrome machines alongside the usual gaggle of Android releases. There was code hinting at Assistant support in the past, but these public nods suggest that support is imminent.There's no guarantee you'll see Google talking about Assistant on the 4th, but it wouldn't be at all shocking. If the Pixelbook shows up at the event, Chrome OS is going to get some time in the spotlight -- it'd be a prime opportunity to introduce a major feature. The big question is whether or not the feature will be widely available from the start, provided it launches at the media gathering. Google no doubt wants to put Assistant in as many places as possible, but it might use early access on the Pixelbook as a selling point.
Nura came to Kickstarter last year with the goal of funding a pair of headphones that would adapt to every listener and improve the way they heard music. The company was looking for $100,000. It ended up getting $1.8 million and then going on to raise much, much more from venture capitalists — an additional $7 million, according to Crunchbase. Now, a year and a half after the company’s debut, it’s finally preparing to ship that original product: the Nuraphones, a $399 pair of wireless, hearing-correcting headphones.
Kyle Slater, Nura’s CEO, compares what the Nuraphones do for your ears to what glasses do for your eyes. They’re supposed to figure out which frequencies of sound you’re good at and not so good at hearing, and then mess with the amplification so that you hear every song precisely how it was mixed. “We assume that we all hear the same,” Slater says. “Hearing offers no point of comparison like vision does."
The Nuraphones test your hearing by playing a pattern of high frequency tones into your ears when you first put them on. A microphone then measures how strongly the sounds bounce back, indicating whether or not you’re actually hearing them. Using that information, Nura creates a profile for you that’s built into the headphones and will automatically amplify sounds your ears aren’t great with, supposedly tweaking playback so that that those tones come across as loud as they’re supposed to.
It’s a really smart idea, and the science behind it makes sense. But it’s hard to say whether Nura actually accomplishes what it sets out to. I’ve been listening to a pair of Nuraphones for a few days now, and I think they sound really good. The headphones do a great job of separating instruments, and in some songs, they absolutely made certain instruments easier for me to hear. They tended to create a sort of 3D effect in some songs, making the instruments sound like they’re all around me.
"However, Lei continued that demand for smartphones still far outnumbers supply making a number of Xiaomi's models in tight supply"
China appears to doing to Korea what Korea did to Japan who did to USA. All the while, ever shrinking bits continue to skyrocket. Wayne Gretzky tells us to go where the puck is going. NOT where it's been.
Cymer lights the future's path.
Xiaomi aims at monthly shipments of over 10 million smartphones in 4Q17 Sammi Huang, Taipei; Steve Shen, DIGITIMES [Tuesday 3 October 2017] Xiaomi shipped over 10 million smartphones worldwide in September and will strive to also ship over 10 million units each month in the fourth quarter of 2017, according to company founder and CEO Lei Jun.
It was the first time for Xiaomi to see shipments surpass 10 million units in a single month, a milestone for the company, Lei said.
However, Lei continued that demand for smartphones still far outnumbers supply making a number of Xiaomi's models in tight supply, and therefore, Xiaomi will continue to exert efforts to push sales in the fourth quarter.
Xiaomi's smartphone shipments in the third quarter of 2017 are expected to be higher than the 23.16 million units it shipped in the previous quarter, according to industry sources.
Xiaomi ranked as the second largest smartphone vendor in China in the second quarter of 2017, trailing Huawei but ahead of Vivo, Oppo and Apple, according to Digitimes Research.
Xiaomi also took the second spot in the smartphone market in India with a 14% share in the second quarter, trailing after Samsung Electronics but far ahead of local brands such as Micromax and Karbonn Mobiles.
Xiaomi launched recently its dual-lens Android One smartphone, Mi A1, in India aiming at expanding its share in the market. The Mi A1 is also available in Taiwan now at NT$6,999 (US$230).
Apple 3 smartwatches get Consumer Reports high rating...............................
The first few wearables' generations were made with ancient node chips. Transition to leading edge could easily increase Customer interest. I waited to 4th generation to build 1st SSS PC ~6 years ago. Flawless.
Think leading edge.
Insist on Cymer.
Apple 3 smartwatches do well in Consumer Reports testing By Herb Weisbaum - Tuesday, October 3rd 2017
Consumer Reports is out with its test results for the new Apple Watch Series 3. These smartwatches were just unveiled a few weeks ago.
Not only did these watches make the recommended list, but they ranked near the top of the ratings. In fact, the Apple Series 3 with GPS and cellular, and a stainless steel case is the magazine's top-rated smartwatch, earning 95 out of 100 points.
Its sapphire crystal glass surface did very well on scratch resistance. It also earned high marks for step counting and heart-rate tracking.
The Apple Series 3 watches with aluminum cases also earned favorable ratings, but the Ion-X glass wasn't quite as scratch resistant.
The cellular models of the Series 3 make calls, receive email and text messages and stream music without a WiFi connection, just like a smartphone.
Some users and reviewers have reported dropped calls. Consumer Reports said it tried, but could not reproduce those problems with its tests
AI GPUs units "are still growing rapidly".......................................................................
AI, like everything 21st, has just started.
EUV/ArF bonanza. Then, 2X price tag High NA ~2020.
Nvidia partners with Gigabyte and Leadtek for AI, says paper Joseph Tsai, DIGITIMES, Taipei [Tuesday 3 October 2017] Nvidia has been recruiting Taiwan-based hardware manufacturers such as Gigabyte Technology and Leadtek Research to join its alliance for artificial intelligence (AI), according to a Chinese-language Economic Daily News report.
Currently, Nvidia's GPUs are mainly used in three major applications: gaming, cryptocurrency mining and AI, and the chips are primarily providing calculation via servers for AI applications, the paper noted citing Gigabyte as saying.
Although AI applications now only account for a small share of the GPU shipments compared to that of the gaming, they are still growing rapidly and could become the mainstream application soon, the paper pointed out.
Gigabyte has a tight partnership with Nvidia in the AI area and is responsible for the design and manufacturing of related whole-rack servers and motherboards. The business currently contributes 15-20% of the Gigabyte's overall revenues and sales from the product line are also expected to grow 30% on year in 2018, the paper said.
Meanwhile, Nvidia has also partnered with Leadtek to push Deep Learning Institute (DLI) to nurture talent for AI development, added the paper
In a roundabout way, the article explains why Buffet sold so much of his IBM stock. AWS did what he thought IBM would do. Six years of investments in IBM and six years of losses because AWS is better.
There are any flaws in the article, but still very interesting. WMT's e-commerce grew because it acquired companies not because it was able to do it internally. The CEO was simply incapable of putting together a team who could do the job so he bought up companies (one in particular) that did the hard work for him. I found that section to be the weakest.
There is significant data suggesting that adding more information doesn't improve performance past a certain point. HFT is a perfect example of adding more information and not getting better results. Learning when information overload isn't adding value seems to be the hard part. By the time it's found, it's already too late since the money has already been spent.
In the end, it comes down to WMT being able to use AI to its advantage. The CEO knows AI and e-commerce are the future so he gets points for learning (not knowing) the obvious. Moving a company that's around 50 years old into the future is not an easy task but he might be able to do it as long as he doesn't think he can actually do it - he needs the OneOps team to do it for him.