| To: etchmeister who wrote (1913) | 1/27/2011 10:12:17 PM | | From: etchmeister | | | | LOL...all that Ipad hype - TSMC has to increase capex significantly - still believe 22nm Atom could become the T34 of future processors
T 34?!
What long strange trip its been
Timmy Arcuri is now roadkill - scrape him off the pavement |
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| From: etchmeister | 2/10/2011 1:00:32 PM | | | | | | Synopsys and Varian Collaborate on Process Models for Advanced Logic and Memory Technologies
New TCAD Sentaurus Models Address Cryogenic Ion Implantation for Leakage Reduction of Leading-edge Logic and Memory Devices
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Press Release Source: Synopsys, Inc. On Thursday February 10, 2011, 9:00 am EST
MOUNTAIN VIEW, Calif. and GLOUCESTER, Mass., Feb. 10, 2011 /PRNewswire/ -- Synopsys, Inc. (Nasdaq:SNPS - News), a world leader in software and IP for semiconductor design, verification and manufacturing, and Varian Semiconductor Equipment Associates, Inc. (Nasdaq:VSEA - News), the leading producer of ion implantation equipment used in the manufacture of semiconductors, today announced a collaboration to develop Technology CAD (TCAD) models for cryogenic ion implantation. By enabling faster optimization of the cryogenic implant process through simulation, the models derived from this collaboration will speed up process development of advanced CMOS and memory technologies and reduce process development cost and time-to-market.
Ion implantation forms transistor structures in semiconductor silicon through energetic ion beams. These ions disrupt the crystal structure of the silicon, creating end-of-range damage that impacts device performance as devices shrink. To neutralize the damage, Varian's latest generation of high current implanters enables the ion implantation process to occur at reduced wafer temperature (cryogenic implant), resulting in significant reduction of end-of-range damage, minimizing device leakage and widening process margins.
"Today semiconductor manufacturers face tremendous challenges in improving device performance, achieving high product yield, reducing process R&D costs and meeting time-to-market targets. Therefore, it is increasingly critical for simulation to support novel process techniques to reduce technology development time and cost," said Dr Yuri Erokhin, senior director for strategic technologies at Varian. "Cryogenic ion implant has been proven to significantly improve transistor performance and is a key enabler in the manufacture of advanced devices. This collaboration with Synopsys will enable our mutual customers to explore and optimize the cryogenic implant process with simulation, reducing time-to-market."
Through this collaboration, Synopsys will use experimental data from Varian's cryogenic implant process to develop and calibrate models for its TCAD Sentaurus tools, which are widely used by semiconductor companies in the development and optimization of new manufacturing technologies.
"To reduce development time and cost, our customers need TCAD models that are calibrated to the actual equipment used to fabricate the silicon," said Howard Ko, senior vice president and general manager of the Silicon Engineering Group at Synopsys. "Our joint work with Varian to develop TCAD models for this new cryogenic implant process is an example of our commitment to keep our TCAD Sentaurus tools at the forefront of semiconductor process development."
About Synopsys
Synopsys, Inc. (Nasdaq:SNPS - News) is a world leader in electronic design automation (EDA), supplying the global electronics market with the software, intellectual property (IP) and services used in semiconductor design, verification and manufacturing. Synopsys' comprehensive, integrated portfolio of implementation, verification, IP, manufacturing and field-programmable gate array (FPGA) solutions helps address the key challenges designers and manufacturers face today, such as power and yield management, system-to-silicon verification and time-to-results. These technology-leading solutions help give Synopsys customers a competitive edge in bringing the best products to market quickly while reducing costs and schedule risk. Synopsys is headquartered in Mountain View, California, and has approximately 70 offices located throughout North America, Europe, Japan, Asia and India. Visit Synopsys online at synopsys.com.
About Varian Semiconductor
Varian Semiconductor Equipment Associates is the leading supplier of ion implant equipment to semiconductor manufacturers, enabling them to pack more, higher performing transistors into computer chips that are revolutionizing the electronics industry. Varian Semiconductor's products are used by chip manufacturers worldwide to produce high-performance semiconductor devices. Customers have made Varian Semiconductor the market leader in ion implant because of its architecturally superior products that lower their costs and improve their productivity. Varian Semiconductor operates globally and is headquartered in Gloucester, Massachusetts. More information can be found on Varian Semiconductor's web site at www.vsea.com. |
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| To: robert b furman who wrote (1917) | 2/15/2011 12:19:45 AM | | From: etchmeister | | | | Apple reportedly to hand processor orders to TSMC
(my 2 cents - apple could pick up Global Foundries but as far as I understand they are not for sale and apple would run into similar problems with its i phone because QCOM is one of GF's top 28nm customers as far as I understand - it can be tricky not owning a fab - again stick with the ones that actually provide the tools to implement the technology - when two fight each other the third party has a good laugh)
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Nancy Cheng, Taipei; Willie Teng, DIGITIMES [Tuesday 15 February 2011]
Apple is reportedly looking to outsource the production of its A4 processor as well as the next-generation ARM Cortex-A9-based A5 processor to Taiwan Semiconductor Manufacturing Company (TSMC), according to industry sources. The Apple A4 processor is currently exclusively produced by Samsung Electronics, and the previous S5PC100 used in the iPhone 3GS was also developed and manufactured by the Korean company.
TSMC declined to comment on the report.
With Samsung now competing directly with Apple with its own smartphones and tablet PC, Apple is reportedly concerned about leakage of its processor technology to a major rival in the end-use market.
In fact, Apple already began handling some A4 orders to TSMC in 2010 when Samsung's capacity was unable to fulfill strong demand of Apple devices, the sources said, adding that the move at the time was perhaps to test TSMC's capability.
According to Digitimes Research, the iPad 2 will support an enhanced version of the A4 and the A5 will power the iPhone 5. TSMC will initially produce the improved A4, and could likely become the exclusive manufacturer of the A5.
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| To: etchmeister who wrote (1919) | 2/15/2011 1:17:41 AM | | From: etchmeister | | | | again stick with the ones that actually provide the tools to implement the technology - when two fight each other the third party has a good laugh)
I think that's a surprisingly simple concept -
short sellers seem to focus on certain stocks within the semi equip0 group rather target the group itself but than back off.
VSEA was for several days under pressure relative to peers and IMHO they stopped out position with rediculus low volume - and than suddenly the stock moves (up) on high volume.
Tracking LRCX, NVLS and VSEA Varian seems to show the highest volume while moving up.
There are others beside LRCX, NVLS and VSEA but they all have in common that they provide enabling technology to their customers - finally the barrier of entrance appears to "pay off"
Morgan Stanley: Here’s the Best Ways to Play Tablets
By Matt Phillips
Reuters
Morgan Stanley analysts are out with a monster of a note on the dawn of the tablet computer era:
Like smartphones over the past two years, tablet growth is likely to surprise to the upside, in our view, pulling with it market leaders and challenging legacy technology. Importantly, while some tablets will eat into other markets, like PCs, e-readers, and gaming handhelds, more than half of prospective tablet buyers in the US and more than one-third globally view a tablet as an additive device—a bullish signal for the broader technology market. We view Apple and Samsung Electronics as the most likely near-term tablet market leaders in both our base- and bull-case scenarios.
Other stocks closely tied to the tablet revolution? ARM Holdings, Broadcom and SanDisk. Companies that could suffer from the tablet tide include AMD and Dell — due to their exposure to traditional PCs — and companies tied to printers such as Lexmark and Ricoh. |
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| To: Duker who wrote (4) | 2/16/2011 7:40:39 PM | | From: etchmeister | | | | Message #4 from Duker at 3/25/1999 6:00:00 AM
Can Varian make it as a 'one-trick pony' in the ion-implant equipment business?
Semiconductor Business News, © 1999, CMP Media Inc.
March 15, 1999
By Will Wade
Hutcheson says. "Eventually," he adds, "the division looks like an anorexic patient slumped over." The new Varian chip gear maker definitely is a 'one-trick pony,' but for now Aurelio wants to keep it that way. He has no problem in putting all of his eggs into the implant basket, adding that lithography is another market where an equipment maker can successfully be a one-product company. |
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| From: etchmeister | 3/16/2011 11:00:34 PM | | | | | | Varian has some very good technology that improves the efficiency in $ and cent when it comes to solar.
There are clear and predictable advantages compared to diffusion (batch processing).
They received funding because they believe they can further improve efficiency.
Currently implants are done by batch systems (diffusion furnace) but I expect the solar industry will move to single wafer processing just like the semiconductor industry did.
The only competitor in single wafer processing is ACLS - AMAT exited the business several years ago.
Ion implant should be a key driver to boost efficiencies - the platform provides very high wafer throughput.
TSMC preps solar, LED lines
Mark LaPedus
2/15/2011 2:05 PM EST
SAN JOSE, Calif. - Preparing for the launch of its solar and LED products, Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) is mulling plans to form subsidiaries in the arena.
TSMC has also approved an additional capital injection of $5 million into TSMC Solar North America. The board also approved capital appropriations of $2.9 billion for capacity expansion and fab construction.
“As part of TSMC’s strategic planning, the board of directors is also considering the formation of two wholly-owned subsidiaries for solar and LED businesses,” said Lora Ho, senior vice president and chief financial officer for TSMC, in a statement.
As reported, TSMC took separate steps into the solar and LED fronts in 2009. TSMC will sell these products under its own brand name-which is a big departure from its foundry strategy.
TSMC has made strategic investments and formed partnerships with thin-film solar vendor Stion Corp. and crystalline silicon PV manufacturer Motech Industries.
Beginning in 2011, TSMC Solar will sell crystalline silicon PV modules in Germany and other key European markets. These modules will be designed and manufactured in Germany for TSMC Solar by Centrosolar Group AG.
''TSMC Solar will serve the global solar market with CIGS thin-film modules manufactured in its own facilities, with production capacity reaching 1 GW (gigawatts) in the next 3-5 years. Construction began on the first production facility on September 16, 2010 in Taichung, Taiwan as the TSMC Solar Thin-Film R&D Center and fab broke ground,'' according to TSMC.
''TSMC plans to invest $258 million for the first phase of the facility which is scheduled to enter commercial production in Q1 2012 and reach volume production of 200MW (megawatts) per year in thin-film photovoltaic modules by the end of 2012. A second phase is planned for the 5.2 hectare site, which will expand production to over 700MW,'' according to the firm.
On the LED side, ''TSMC will serve its global customers with LEDs produced in its own fab. TSMC's LED fab is located in the Hsinchu Science Park, Taiwan. The company has invested $80 million to complete the facility's first phase and moved in the first equipment in during September 2010. Commercial production is expected to commence in the second half of 2011,'' according to TSMC. |
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