s******v
发帖数: 4495 | 1 Intel's New Tri-Gate Ivy Bridge Transistors: 9 Things You Need to Know
ARTICLE DATE: 05.04.11
By Matthew Murray
Intel announced today that its upcoming Ivy Bridge processing
platform, which will be based on a 22-nm version of its second-
generation Core (aka Sandy Bridge) microarchitecture, will also
utilize a new transistor technology called Tri-Gate.
The company says that Tri-Gate transistors, the first to be truly
three-dimensional, mark a major change in the way the industry has
done thing... 阅读全帖 |
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D*****i
发帖数: 8922 | 2 没有特别含义，就是指已经做好集成电路的wafer。 |
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g*****u
发帖数: 14294 | 3 ☆─────────────────────────────────────☆
superdmv (你想咋的) 于 (Tue Apr 26 13:24:02 2011, 美东) 提到:
Post PC时代，Computing市场分为四块
1. Smartphone
2. Tablet
3. PC
4. Server
在新兴的Smartphone和Tablet市场，大的方面讲，是传统的PC和Mobile公司竞争，可以
说他
们有着显著的区别：
1. 文化:
PC公司更加激进，当年的PC大战记忆犹新，例如GPU竞争之惨烈，最多的时候有60多家
厂商，最后
不是倒闭就是退出市场，例如，现在Mobile GPU的第一Imagination Tech就是其中之一
，还
有S3, 3Dfx, Trident等等。NVDA进入mobile市场，依然保持优良传统，roadmap是一年一
款CPU，而QCOM/TI的周期是基本上18-24月，因为他们的客户多是telecom公司，所以已
经习惯
了比较缓慢的节奏。
最明显的例子，就是Apple vs NOK/RIMM，iPhone都出来快4年了... 阅读全帖 |
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s**********n
发帖数: 868 | 4 Solar will have a bright future, but sadly this industry does not reward
early investors.
Just three years ago it takes around $1.5/W to build a poly-wafer production
facility, but nowadays every newcomer like JKS can build for less than $0.5
/W, and very few of the early movers were able to make enough money during
the three years to cover the $1.0/W CAPEX they've overpaid.
The key to be the winner is to catch market boom oppurtunities without
making too much CAPEX commitment, so that you have ... 阅读全帖 |
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d******8
发帖数: 1972 | 5 Shares of JinkoSolar Under Pressure, Down 5.4%Published on Fri, 10/07/2011 -
12:05
By Mallory Stone in Market movers, JKS, jinkosolar, market movers, nyse:jks
One of today's notable stocks in decline is JinkoSolar (NYSE:JKS), down 5.4%
to $6.42. The Dow is down 0.3% to 11,095 and the S&P is currently down 0.8%
to 1,155.
JinkoSolar Holding Company Limited manufactures solar products. The Company
produces silicon wafers, solar cells and solar modules.
Potential upside of 111.3% exists for JinkoSol... 阅读全帖 |
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d******8
发帖数: 1972 | 6 Zamansky & Associates LLC and Sianni & Straite LLP Announce Class Action
Lawsuit Against JinkoSolar Holding Co., Ltd., Credit Suisse Securities (USA)
LLC and Other Related Defendants
NEW YORK, Oct 11, 2011 (BUSINESS WIRE) -- Notice is hereby given that a
class action lawsuit has been filed today, October 11, 2011 in the United
States District Court for the Southern District of New York by investor
Marco Peters individually and on behalf of all other investors who purchased
or otherwise acquired ... 阅读全帖 |
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C*G
发帖数: 7495 | 7 呵呵，你真是内行吗？又一个不懂装懂？
现在商用工业体系中的Si wafer 当然不明显无所谓了，往深了做就有了，IBM里有搞。
横向扯到GaN基芯片（GaAs）就多了，cree和rfmd都有做。表面工艺处理是必须的。rfmd的对手anad没落，如果仅从工艺上一点看去，就是表面处理。
Sandia的宇航避开考虑了平的C基。
hiahia
哈哈. 不过， “郎教授”的分析帖子还是有内容的，结论就不要求都对了，个人自己
判断结论。偶只看分析，具体信息，不看结论。 |
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f****n
发帖数: 3036 | 8 http://pv.energytrend.com/
看看最近的spot price吧。$0.87 vs. $0.82.中国一线PV厂商报价应该在$0.9-$1.0左
右比FSLR 的ASP差价少于10 cents.大部分厂商都已经有mono-like wafer，转换率在18
%左右。
FSLR前几年占尽优势是因为薄膜性价比较高，可是多晶硅从前几年的$200多一公斤到现
在的20多一公斤，一线厂商non-silicon cost也在逐步下降。FSLR明显在cost
reduction上已经跟不上脚步了。它现在有的优势是financing。不过很多都是以前谈的
。现在多晶硅项目的IRR比薄膜高的多，此消彼长，高低立见。
至于电厂，多晶硅材料的效率高，占地也少，而且也不需要用薄膜需要的稀有和有毒金
属。敢问薄膜前方路在何方？ |
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W********g
发帖数: 610 | 9 金花简直是全才啊
现在工业界通常采用两种技术，晶体硅（分单晶，多晶，其实还有无定型效率低，无人
用），晶体硅有一个很大的缺点就是，制造过程的磨具是一次性的，使用之后被污染，
不会再被利用，而这些高温》2000C 磨具都很贵。单晶硅理论效率可达》40%。但是相
信我，工业上还做不到，而且我说了硅提纯做wafer这些工艺很费钱。于是薄膜太阳能
就孕育而生。薄膜同样可以用硅，单多晶。但是效率都不高，使用寿命通常较低，杂志
较高，容易degradation。First solar 现在使用的TeCd----工艺本身是没有问题的，
效率可达17%，实际上是很有优势的。但是优势是相当于太阳能这个行业。而对整个能
源界来讲，太阳能还是弱势群体，0.7$/w 很不错，但还不足以对其他能源造成威胁。
（这就是打死我都不买FSLR，美国前一阵子）给大家举个例子Solyndra，当时联邦带了
很多款给他，还是倒了。当时一篇报道是这么讲的
foreign competitors offered extended-payment terms, resulting in Solyndra’s
customers ... 阅读全帖 |
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b*****n
发帖数: 1492 | 10 这个所谓的“AMD的产能不行”， 是怎么得出来的？
你说你观察了3-4年了， 那么你说说， AMD， INTC， NVDA， BRCM， QCOM 这5年的股
价变化？INTC是不是跌的最多的？ 是不是跌的次多的？
说拼价格，fab 的yield， wafer的尺寸，以及process 是价格的关键。
你知道这几样谁是行业的老大？
server
intel |
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I**C
发帖数: 1513 | 11 Thanks.
11nm with 450mm wafer size... Probably in 3-4 years, intel only needs 2 fabs
worldwide, one for labs, the other for production...
o |
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b*****7
发帖数: 631 | 12 yes.
According to data from http://pvinsights.com/, cell & module price has been improving for a while,
while wafer and silicon is dropping or keeping steady.
JASO's fundamental should improve with those fact. As long as the management
is not doing too bad. I expect next ER be even better. |
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h**********s
发帖数: 293 | 13 到那个时候股价已经不知道涨成啥样，早就晚了
其实这个悬念已经不大了，苹果跟GT在AZ搞了那么大个厂房，说明了是生产蓝宝石的
只是具体用在什么产品上没说明
GTAT的CEO在conference里面以及其他场合都暗示了是cover glass和screen，是iphone
还是iwatch？个人觉得是iphone必定会使用，蓝宝石屏将被切割成很薄的片覆盖在玻璃
表面用作耐刮划屏幕
“With regard to fabrication, we estimate that the cost to fabricate
sapphire from a brick to a screen is at least 40% less expensive than from a
core to an LED wafer. This results largely from the fewer fabrication steps
required for cover screen processing, as well as the lower surface
finishing requirement... 阅读全帖 |
|
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j****7
发帖数: 786 | 15 Connecting the dots...
Boom Boom Pow!
Globalfoundries Emerges as Lead Candidate to Buy IBM Chip Plants, Sources
Say -- Update
59 minutes ago - DJNF
By Spencer E. Ante, Dana Cimilluca and Dana Mattioli
Globalfoundries Inc. has emerged as the lead candidate to buy International
Business Machines Corp.'s semiconductor manufacturing operations, people
familiar with the matter said.
IBM has also held talks with chip makers Intel Corp. and Taiwan
Semiconductor Manufacturing Co., these people said. TSM... 阅读全帖 |
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v******r
发帖数: 1630 | 16 Simple Manufacturing Process Yields High Efficiency at Standard Efficiency
Costs
• Only six core production steps
• Copper metallization eliminates traditional usage of higher-cost
silver
• Highly automatable
• Off the shelf equipment from the semiconductor and flat panel
display industries
• Use of standard n-type wafers
• Current manufacturing facility operating at a 32MW capacity is
shipping UL listed, CEC verified modules
http://files.shareholder.com/downl... 阅读全帖 |
|
v******r
发帖数: 1630 | 17 Simple Manufacturing Process Yields High Efficiency at Standard Efficiency
Costs
• Only six core production steps
• Copper metallization eliminates traditional usage of higher-cost
silver
• Highly automatable
• Off the shelf equipment from the semiconductor and flat panel
display industries
• Use of standard n-type wafers
• Current manufacturing facility operating at a 32MW capacity is
shipping UL listed, CEC verified modules
http://files.shareholder.com/downl... 阅读全帖 |
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w**a
发帖数: 1522 | 18 无责任转载业内消息
业内消息，TSMC的生产车间出问题了，5万张wafer都作废了，iphone6没法预期出来 |
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s**********3
发帖数: 224 | 19 这下我的两支票都惨了。aapl和GTAT
无责任转载业内消息业内消息，TSMC的生产车间出问题了，5万张wafer都作废了，
iphone6没法预期出来 |
|
v********a
发帖数: 155 | 20 怎么可能。。。
知道wafer有多少步inline inspection吗 |
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p******e
发帖数: 17163 | 21 撑到下周的扑过期再去打工。虽然现在那些扑只值140块左右。说不定会有奇迹。 十倍
二十倍不是梦。而且外汇账户还有150块左右，也可以继续奋斗，下週目标四五倍吧。
口袋还有33块加点零钱，准备买三包九毛九的wafer饼干撑一个星期，必要时会再买两
包出前一丁。大概还会剩二十来块。如果下周再没奇迹，也够车费去附近打工了。
嗯，就这么辦.
外婆讓你淪為囚犯
後婆可以給你自由
-poiuytre |
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m*****n
发帖数: 1631 | 22 先澄清一个有关”集成“的观点。
CPU四年更新换代一次，新一代gate count增加30%，
gpu两年更新换代一次，新一代gate count增加50%。
因此，一个"cpu+gpu"的产品，它随着gpu的发展节奏每两年更新设计和生产一次，gpu
每一次是新的，cpu隔一代是新的。每更新一代，gpu占die的比例越来越大，cpu占die
的比例越来越小。
这么一个产品，是cpu把gpu集成了，还是gpu把cpu集成了? 本人认为是gpu把CPU集成了
，你怎么看?
wafer |
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C*****5
发帖数: 8812 | 23 我猜是因为不良率在wafer上差不多是均匀分布的。 die size越大报废率越高。 |
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c******a
发帖数: 4400 | 24 So Tesla is developing its own chip and have AMD supply wafer.
Tesla itself has such a small volume that it does not matter. what matters
is how it influences other car makers like Toyota and GM.
Can Toyota, GM, BMW, Audi replicate Tesla and build their own chips? Highly
unlikely. They never did that and they are working with NVDA already. They
are just not chip makers unlike Elon who wants to do everything.
Ok, then, can other car makers buy AMD's chip instead? At least it does not
seem like AM... 阅读全帖 |
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l*****l
发帖数: 4170 | 25 Summary
No. At least not yet.
Within hours of CNBC’s initial reporting, a GlobalFoundries spokesperson
clarified the rumor.
This article will discuss implications for Tesla, AMD, and Nvidia should the
CNBC report be true.
Background
On September 20, 2017, CNBC reported that Tesla (NASDAQ:TSLA) is working
with Advanced Micro Devices (NASDAQ:AMD) to develop its own artificial
intelligence chip for self-driving cars. As well, the report mentioned that
Tesla intends to build on top of AMD’s intellec... 阅读全帖 |
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r*****e
发帖数: 7853 | 26 SUGAR LAND, Texas, Nov. 07, 2017 (GLOBE NEWSWIRE) -- Applied Optoelectronics
, Inc. (AAOI), a leading provider of fiber-optic access network products for
the internet datacenter, cable broadband, fiber-to-the-home (FTTH) and
telecom markets, today announced financial results for its third quarter
ended Sept. 30, 2017.
“While our third quarter results were negatively impacted by lower demand
from a large customer, we continued to experience solid demand from our
other large datacenter customers, ... 阅读全帖 |
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发帖数: 1 | 27 我不光拜读了这篇文章，还看了文章下方那两个打脸的评论
------------------------------------------
I only take predictions from the companies themselves serious; if they
predict the Q4 looks bright and 2018 as well I do give them the benefit
above analysts. I this analyst has the stock on hold since it was $10 .With
a forward PE of about 13 I do believe this stock is really cheap seeing the
upside.The rotation was sometimes going to companies with a high multiple (
PE) and low growth, even in the future.
-----------------... 阅读全帖 |
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s***l
发帖数: 952 | 28 同意楼上，我在半导体行业做设备，明显不如做wafer |
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p********g
发帖数: 67 | 29 【 以下文字转载自 JobHunting 讨论区 】
发信人: processing (Process), 信区: JobHunting
标 题: 苦逼硅工（process）求Career Path建议
发信站: BBS 未名空间站 (Mon Apr 29 00:46:47 2013, 美东)
俺是一名硅工，真正的硅工，就是那种每天穿得像太空人一样，进cleanroom，process
wafer的那种。现在渐渐上了些年纪了，看着公司里的50几岁的同事们还和我们一样每
天在cleanroom里面下苦力，心里无限凄凉，生怕自己将来也跟他们一样。我倒不是怕
苦怕累，只是每天这样干还要提心吊胆公司裁人，一旦失业，连个下家都难找，薪水待
遇就不用说了，每次看到版上那些fresh ms报的offer都眼馋得我直流口水，俺好歹也
是一名屁挨着地啊。
衷心请教版上的前辈们，像我这种情况应该怎样规划自己将来的career path？继续在
这一行做下去？还是换行业？如果换的话，应该往哪些方面转？谢谢！ |
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a***o
发帖数: 936 | 30 员工发不了大财.
但是拿份工资还是不错的.当然工资没有IT的高.
然后就是工作机会没有it多.
随着经济周期经常裁员,所以最好在公司内和效益比较好的项目沾边... |
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E*C
发帖数: 1629 | 31 做材料或是纳米技术的。我们实验室想请这样的朋友帮个忙。 |
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|
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p******d
发帖数: 214 | 34 I just tried using the glass cutter. It seemed not working. First, the split
did not follow the cutting track, although the tracks were either
horizontal or perpendicular to the flat. Second, it was too difficult to cut
small pieces. I may have to go for machining. By the way,
To maskwolf:
Will the photoresist damage the surface chemistry?
and
What does it mean by "if there are no specific places for the wafer to be
cut"? Does it mean arbitrary size of the chips or no requirment on size?
Thanks! |
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s********e
发帖数: 1898 | 35 说说我自己喜欢的美国超市的（味道比较淡）snack，不知给小朋友吃健康否，喜欢否
Kellogg cereal的rice crispy和froot loops
全麦消化饼干digestive biscuit（牌子在国内翻译成＂奇宝＂）
Nabisco的triscuit全麦cracker, nilla wafers |
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p**********u
发帖数: 15479 | 36 【 以下文字转载自 SanFrancisco 讨论区 】
发信人: Tuky (丫丫的), 信区: SanFrancisco
标 题: “国家千人计划特聘专家”李云初剽窃ADI原版技术，一步步复制“ (转载)
发信站: BBS 未名空间站 (Sat Aug 31 22:54:32 2013, 美东)
发信人: bingya (bing), 信区: Military
标 题: “国家千人计划特聘专家”李云初剽窃ADI原版技术，一步步复制“汉芯”骗局
发信站: BBS 未名空间站 (Sat Aug 31 18:16:39 2013, 美东)
“人生如戏，全靠演技”，自称掌握国家“高端芯片”技术的云芯公司董事长李
云初正在一步步复制7年前陈进“汉芯”的超级骗局。
李云初的A面：美国德克萨斯农工大学（TAMU）电子博士、ADI等从事高性能
模拟电路产品设计超过10年、国家千人计划特聘专家、江苏省高层次创新创业人才、国
家级集成电路设计企业创始人、拥有被美国列入禁运名单的高端数据转换器芯片自主研
发技术。
李云初的B面：这一切荣誉都来自对ADI产品原版的剽窃。在删掉 ADI相关LOGO
后，... 阅读全帖 |
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L*D
发帖数: 2803 | 37 我也是一愣，然后拿起一片wafer搔首弄姿一下就明白了。。。 |
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l******a
发帖数: 124 | 38 听朋友说飞机表演时撒的颜色弄到了Wafer，出大乱子，不怎么相信，不知道是不是真
的，有人知道吗？ |
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W*****r
发帖数: 5681 | 39 One industry insider says Intel probably won't call the new fab D1E, because
the spelling appears too close to the word "DIE". Ironically, fab are
making wafer die. |
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Q**********0
发帖数: 47 | 40 恩，谢谢您的建议，我基本上也在按简历和behavior这两个方向准备，其实电话面试已
经问了很多behavior question了，不知道onsite时候是不是还会问差不多同样的问题
。我去面的是CMP和wafer regeneration两个group，其实我没有多少相关方面的经验，
非常希望能够得到相关的高人指点！ |
|
p******h
发帖数: 1783 | 41 有什么好学的么? 煎bacon, sausage, scrambled egg, 配上bread，wafer,
milk, juice, 这在餐馆就能卖个$10左右了
中式的就加些包子，油条，豆腐脑，豆浆，也就差不齐了
以。 |
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s*********5
发帖数: 5637 | 42 Thought some of you may be interested...（本文不代表本人立场，大家不要批评我造谣）文章说，美国人基本不吃美国食品，可是我们天天面临转基因的豆类和玉米，据我所知，美国的牛和鸡的主要饲料是玉米，估计也是转基因的。。。不是市场上马上会有转基因的三文鱼吗？还是非洲人民有骨气，宁愿饿死也不吃转基因食品。。。
----------------
中国农业部已经批准种植的转基因农作物有：甜椒、西红柿、土豆；主粮作物有玉米、
水稻。今后可能陆续批准的农作物有小麦、甘薯、谷子、花生等。进口的转基因食品有
大豆油、菜子油、大豆等。目前只有花生油不是转基因的。麦当劳、肯德基的食品基本
全部是转基因的。猪、牛、鸡饲料是转基因玉米、转基因大豆。转基因大豆油是用6号
轻汽油浸出的。
没有承诺不使用转基因成份，或没有回应查询的品牌：
食用油和调味品：太太乐、辣得劲、迎春楼、四季宝、金象牌、粤皇、味好美牌、美味
鲜牌、贵夫人、家乐、老蔡、阿香婆、元宝牌、百味佳牌、老才臣牌、鹰唛、好乐门、
红宝牌、福临门、红灯牌、狮头唛、大满贯、鸿禧牌、金龙鱼、花旗、刀唛
饼干：乐之、趣多多、鬼脸... 阅读全帖 |
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k***y
发帖数: 1645 | 43 偶不是台胞，只是簡體中文有問題不能用
下面說的很清楚，芯片晶圓的原材料大多是日本，這也是為什麼日本地震對世界經濟影
響巨大。LZ可能不是搞通訊的，小介紹一下：
家電/手機的心臟是什麼？芯片，芯片設計大廠比如QC，聯發科的芯片是用晶圓WAFER做
出來的，製造？全世界80%以上的IC製造在台灣。台灣晶圓廠加工晶圓，生產所需的原
晶圓，化工材料等等很大一部分還是日本，原因很簡單：精細加工是他們的強項，中國
甚至韓國台灣都還做不了。
同樣，中國從全球買來元器件組裝家電/手機，LCD？自己做不了，軟板？只能做低端，
等等。一個手機全部元件假設200刀，中國買來通常在195刀以上.為什麼不自己做器件
？沒技術，沒能力。BTW,中國每年花最多錢進口的是什麼？IC（芯片）！華為已經意識
到手機賣的越多虧的越多，設計加工的利潤不到15%，組裝利潤？3%以下。大頭在那裡
？芯片大於25%.all above information are public info, google "mobile phone
profit split"for more details.
大家看到很多的“國貨”，華為，中興，... 阅读全帖 |
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d******1
发帖数: 349 | 44 会议脚本，很长，形势不乐观啊
Qualcomm Incorporated (NASDAQ:QCOM)
Q2 2015 Earnings Conference Call
April 22, 2015 04:45 PM ET
Executives
Warren Kneeshaw - Vice President, Investor Relations
Steve Mollenkopf - Chief Executive Officer
Derek Aberle - President
George Davis - Executive Vice President and Chief Financial Officer
Analysts
Tim Long - BMO Capital Markets
Mike Walkley - Canaccord Genuity
Ehud Gelblum - Citigroup
Blaine Curtis - Barclays
Kulbinder Garcha - Credit Suisse
Stacy Rasgon - Bernstein
James Fa... 阅读全帖 |
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a***e
发帖数: 27968 | 46 看你怎么算主流了，按客户数算，估计还是90nm
按wafer start算，现在主流肯定在50nm以下
大一点的厂子，90nm已经全关了
品。 |
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s******v
发帖数: 4495 | 47 同属Backend/Semi Test的公司有 Verigy(VRGY) Teradyn(TER) Avantest(ATE) LTX-
Credence(LTXC)，还有个沾边的Form Factor(FORM)，做芯片探针(probe card)
不过好像这些公司biz恢复的很好，FORM连着2个QTR rev 2-digit growth, VRGY员工的
5% salary cut也恢复了。
这些公司很有意思，其实是半个high tech industry指南针，因为他们的设备针对不同
的行业有不同的表现，说明这个行业的好坏。例如，PC/Svr的业务非常好，说明in
middle of upgrade cycle; SOC很好，因为Smart Phone的火爆。
目前芯片厂都在转型，from 200mm to 300m, from 45/65nm to 32nm or lower，因为
wafer layout不同，所以需要新的test tool/probe card. 2011/2012会是个好年景。 |
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s******v
发帖数: 4495 | 48 问2个问题，
1）是不是semi里面的front-end指的是wafer有关的生产；backend指的是 assembly
and test?
2）这个FAB要增加Capex，是不是一般会先是back-end，后是front-end，建新fab还是
比较大的project？
还有，还是这个硅谷小道比较吸引眼球，改了这个讨论，就没有人理我了。wu.... |
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g****n
发帖数: 3313 | 49 刚收到某公司的一个职位, 据了解,公司非常好, 富利也不错, 上海local pay.
Electrical Design Eng Mamager
Job
Primary Location
Description
Creates effective, enabled informal and formal teams across functional
and WW development sites to accomplish team objectives. Have the product
development project responsibility, as well as significant contribution
to project planning with interactions with marketing, product test
engineering, applications, wafer fabrications and backend manufacturing.
Applies advanced power IC knowledge t |
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l***j
发帖数: 300 | 50 现在wafer越做越大，制程越来越小，chip越来越复杂，chip上的transistor越来越多
，当然会成本越来越高，成品率越来越低。小的startup根本耗不起。 |
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