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EMC3DTSV

  1. EMC3D @ West http://bit.ly/Jsm3q
  2. 2009 SEMI Mid-year Forecast for Chip Equipment: expected to decline 53% to $10.42 billion. A/P equipment decline 53% to $958M
  3. News: EMC3D extends the consortium life two additional years and expands goals for 300mm Thru-Silicon-Via interconnect
  4. Semicon West looks like a funeral. Bright spot is still TSV!
  5. News: "leading indicators, show semiconductor equipment sales have turned positive, indicating an upturn in sales by October" Dr. Castellano
  6. R&D & Demo increase for Cu-TSV at Maydan center, Applied Materials -Santa Clara. New installed RAIDER plating tool from Semitool
  7. NEWS: Advanced Semiconductor Engineering (ASE) has seen almost full utilization rates, likely to beat its revenue guidance -Digitimes June26
  8. EMC3D expanding goals in reliability and process for HVM. Expects to extend the consortium life beyond the initial 3 year charter.
  9. Low cost packages make cell phone cameras a common gadget, 3D CIS take technology further. Who thought these would drive a revolution…
  10. D43D conference in Grenoble gathers many design and production groups. 3D is comming even if the financial goals are not yet established!
  11. "Despite slowdown, high demand for performance & FF -converting packages to WLP-increase function, higher I/O and less $," STATS ChipPAC
  12. Pre’s split into two cores, Apps MPU is a TI’s OMAP3430 and wireless is Qualcomm "this should yield a superior-performing PDA" -iSuppli
  13. TSMC moving to 3D/TSV? "They 've joined IMEC but are now more than full node behind Intel, IBM and its joint venture partners.." -VLSI
  14. Nearly all foundry utilization rates increase, from 30% in 1Q09 to 75% in 2Q09. Some 300mm foundriess are running fully loaded now -SEMI
  15. Intel (Top $ Spender for 09 & 10) announced a total investment of $7bn over the next two years, as it upgrades fabs to 32nm. In 2008,
  16. Investment in fab construction to double 2010 and spending on equipment to increase 90% in 2010 compared to 2009, according to SEMI
  17. uP Performance improvement CMOS delay w/3-D exceeds 20% for 32 nm CMOS technology. 20% is close to one gen CMOS scaling. -Toshiba ;Nice Fr
  18. News: “I don’t see any ‘gotchas’ with TSVs, there aren’t many problems from technology, manufacturing or equipment standpoint” -J.Walker
  19. NEWS: “China’s chip industry is broken” 08 China's IC industry produced 42B ICs or 24% of demand, only 7B was invested in 5 years (two Fabs)
  20. BlackBerry Storm Costs $30 More to Build than iPhone at $203 -pcmag.com