I hope this is a heartening economic sign...
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From: Jim Thompson on 6 Apr 2010 12:16 On Tue, 06 Apr 2010 15:44:55 GMT, nico(a)puntnl.niks (Nico Coesel) wrote: >MooseFET <kensmith(a)rahul.net> wrote: > >>On Apr 5, 5:45=A0pm, Jim Thompson <To-Email-Use-The-Envelope-I...(a)On-My- >>Web-Site.com> wrote: >>> I hope this is a heartening economic sign (just received from >>> MOSIS)... >>> >>> "MOSIS foundry partners report that they are running at full capacity. >>> As a consequence we anticipate delays in wafer starts. These delays >>> cannot be recovered during fabrication and will impact the amount of >>> time it takes for MOSIS to deliver parts to customers. =A0Although some >>> lots may have normal turnaround, others may take longer, perhaps five >>> to six weeks added time, compared to prior runs. These longer >>> fabrication times are being seen at all foundries, not just those that >>> work with MOSIS." >> >>My wife works for a company related to the chip industry. They have >>increased >>their staff by about 3X over the last 4 months. The chip industry is >>heating >>up. > >The chip industry is not heating up. The chip industry has created >artificial shortages by laying off more people and closing more >factories than necessary. Huh? The only one I know of is ON Semi, after buying AMIS, closed FAB9 (in Pocatello), an ancient process. And the chip business is showing signs of heating up... overseas... but US business is pathetic. ...Jim Thompson -- | James E.Thompson, CTO | mens | | Analog Innovations, Inc. | et | | Analog/Mixed-Signal ASIC's and Discrete Systems | manus | | Phoenix, Arizona 85048 Skype: Contacts Only | | | Voice:(480)460-2350 Fax: Available upon request | Brass Rat | | E-mail Icon at http://www.analog-innovations.com | 1962 | The only thing bipartisan in this country is hypocrisy
From: Joerg on 6 Apr 2010 14:02 Jim Thompson wrote: > On Tue, 06 Apr 2010 15:44:55 GMT, nico(a)puntnl.niks (Nico Coesel) > wrote: > >> MooseFET <kensmith(a)rahul.net> wrote: >> >>> On Apr 5, 5:45=A0pm, Jim Thompson <To-Email-Use-The-Envelope-I...(a)On-My- >>> Web-Site.com> wrote: >>>> I hope this is a heartening economic sign (just received from >>>> MOSIS)... >>>> >>>> "MOSIS foundry partners report that they are running at full capacity. >>>> As a consequence we anticipate delays in wafer starts. These delays >>>> cannot be recovered during fabrication and will impact the amount of >>>> time it takes for MOSIS to deliver parts to customers. =A0Although some >>>> lots may have normal turnaround, others may take longer, perhaps five >>>> to six weeks added time, compared to prior runs. These longer >>>> fabrication times are being seen at all foundries, not just those that >>>> work with MOSIS." >>> My wife works for a company related to the chip industry. They have >>> increased >>> their staff by about 3X over the last 4 months. The chip industry is >>> heating >>> up. >> The chip industry is not heating up. The chip industry has created >> artificial shortages by laying off more people and closing more >> factories than necessary. > > Huh? The only one I know of is ON Semi, after buying AMIS, closed > FAB9 (in Pocatello), an ancient process. > So what's left of the good old AMI Plant? If they bulldozed the only HV fab they had I think ON shot themselves into the foot. > And the chip business is showing signs of heating up... overseas... > but US business is pathetic. > Can't say that. A client will be doing a pretty challenging chip this year, and that's a US company. US-owned as well. What do you think of LTC? I don't like they P/E much, a bit high at 24 but the fundamentals look pretty good. But that's IMHO only for long term investing. -- Regards, Joerg http://www.analogconsultants.com/ "gmail" domain blocked because of excessive spam. Use another domain or send PM.
From: Jim Thompson on 6 Apr 2010 14:08 On Tue, 06 Apr 2010 11:02:23 -0700, Joerg <invalid(a)invalid.invalid> wrote: >Jim Thompson wrote: >> On Tue, 06 Apr 2010 15:44:55 GMT, nico(a)puntnl.niks (Nico Coesel) >> wrote: >> >>> MooseFET <kensmith(a)rahul.net> wrote: >>> >>>> On Apr 5, 5:45=A0pm, Jim Thompson <To-Email-Use-The-Envelope-I...(a)On-My- >>>> Web-Site.com> wrote: >>>>> I hope this is a heartening economic sign (just received from >>>>> MOSIS)... >>>>> >>>>> "MOSIS foundry partners report that they are running at full capacity. >>>>> As a consequence we anticipate delays in wafer starts. These delays >>>>> cannot be recovered during fabrication and will impact the amount of >>>>> time it takes for MOSIS to deliver parts to customers. =A0Although some >>>>> lots may have normal turnaround, others may take longer, perhaps five >>>>> to six weeks added time, compared to prior runs. These longer >>>>> fabrication times are being seen at all foundries, not just those that >>>>> work with MOSIS." >>>> My wife works for a company related to the chip industry. They have >>>> increased >>>> their staff by about 3X over the last 4 months. The chip industry is >>>> heating >>>> up. >>> The chip industry is not heating up. The chip industry has created >>> artificial shortages by laying off more people and closing more >>> factories than necessary. >> >> Huh? The only one I know of is ON Semi, after buying AMIS, closed >> FAB9 (in Pocatello), an ancient process. >> > >So what's left of the good old AMI Plant? If they bulldozed the only HV >fab they had I think ON shot themselves into the foot. Naaaah! HV isn't done that way anymore... takes too much chip area. Take a look, for example, at XFAB XC10xx, XDM10, XH035 and XT06 processes... mixed low and high voltages devices residing on the same chip. > > >> And the chip business is showing signs of heating up... overseas... >> but US business is pathetic. >> > >Can't say that. A client will be doing a pretty challenging chip this >year, and that's a US company. US-owned as well. > >What do you think of LTC? I don't like they P/E much, a bit high at 24 >but the fundamentals look pretty good. But that's IMHO only for long >term investing. Do they offer foundry services ?:-) ...Jim Thompson -- | James E.Thompson, CTO | mens | | Analog Innovations, Inc. | et | | Analog/Mixed-Signal ASIC's and Discrete Systems | manus | | Phoenix, Arizona 85048 Skype: Contacts Only | | | Voice:(480)460-2350 Fax: Available upon request | Brass Rat | | E-mail Icon at http://www.analog-innovations.com | 1962 | The only thing bipartisan in this country is hypocrisy
From: Joerg on 6 Apr 2010 14:17 Jim Thompson wrote: > On Tue, 06 Apr 2010 11:02:23 -0700, Joerg <invalid(a)invalid.invalid> > wrote: > >> Jim Thompson wrote: >>> On Tue, 06 Apr 2010 15:44:55 GMT, nico(a)puntnl.niks (Nico Coesel) >>> wrote: >>> >>>> MooseFET <kensmith(a)rahul.net> wrote: >>>> >>>>> On Apr 5, 5:45=A0pm, Jim Thompson <To-Email-Use-The-Envelope-I...(a)On-My- >>>>> Web-Site.com> wrote: >>>>>> I hope this is a heartening economic sign (just received from >>>>>> MOSIS)... >>>>>> >>>>>> "MOSIS foundry partners report that they are running at full capacity. >>>>>> As a consequence we anticipate delays in wafer starts. These delays >>>>>> cannot be recovered during fabrication and will impact the amount of >>>>>> time it takes for MOSIS to deliver parts to customers. =A0Although some >>>>>> lots may have normal turnaround, others may take longer, perhaps five >>>>>> to six weeks added time, compared to prior runs. These longer >>>>>> fabrication times are being seen at all foundries, not just those that >>>>>> work with MOSIS." >>>>> My wife works for a company related to the chip industry. They have >>>>> increased >>>>> their staff by about 3X over the last 4 months. The chip industry is >>>>> heating >>>>> up. >>>> The chip industry is not heating up. The chip industry has created >>>> artificial shortages by laying off more people and closing more >>>> factories than necessary. >>> Huh? The only one I know of is ON Semi, after buying AMIS, closed >>> FAB9 (in Pocatello), an ancient process. >>> >> So what's left of the good old AMI Plant? If they bulldozed the only HV >> fab they had I think ON shot themselves into the foot. > > Naaaah! HV isn't done that way anymore... takes too much chip area. > Nah, they could do it. Look here: http://www.onsemi.com/PowerSolutions/content.do?id=16622 Then, quote "Let our system architects introduce you to the world of mixed-signal" while they didn't even bother to answer a lucrative sales lead I had handed them on a silver platter. Pathetic. > Take a look, for example, at XFAB XC10xx, XDM10, XH035 and XT06 > processes... mixed low and high voltages devices residing on the same > chip. > Yep, they sure are a good company. AFAICT the only one remaining in the US would be Supertex. In my young buck days we also used Telmos but IIRC they are long gone. >> >>> And the chip business is showing signs of heating up... overseas... >>> but US business is pathetic. >>> >> Can't say that. A client will be doing a pretty challenging chip this >> year, and that's a US company. US-owned as well. >> >> What do you think of LTC? I don't like they P/E much, a bit high at 24 >> but the fundamentals look pretty good. But that's IMHO only for long >> term investing. > > Do they offer foundry services ?:-) > AFAIK they don't, I was just thinking about IRA investments here. They do have some really nice HV products. Expensive, but worth it. Plus nobody can rival the killer advantage they've got: LTSPice. And absolutely stellar application support people. -- Regards, Joerg http://www.analogconsultants.com/ "gmail" domain blocked because of excessive spam. Use another domain or send PM.
From: Jim Thompson on 6 Apr 2010 14:26
On Tue, 06 Apr 2010 11:17:38 -0700, Joerg <invalid(a)invalid.invalid> wrote: >Jim Thompson wrote: >> On Tue, 06 Apr 2010 11:02:23 -0700, Joerg <invalid(a)invalid.invalid> >> wrote: >> >>> Jim Thompson wrote: >>>> On Tue, 06 Apr 2010 15:44:55 GMT, nico(a)puntnl.niks (Nico Coesel) >>>> wrote: >>>> >>>>> MooseFET <kensmith(a)rahul.net> wrote: >>>>> >>>>>> On Apr 5, 5:45=A0pm, Jim Thompson <To-Email-Use-The-Envelope-I...(a)On-My- >>>>>> Web-Site.com> wrote: >>>>>>> I hope this is a heartening economic sign (just received from >>>>>>> MOSIS)... >>>>>>> >>>>>>> "MOSIS foundry partners report that they are running at full capacity. >>>>>>> As a consequence we anticipate delays in wafer starts. These delays >>>>>>> cannot be recovered during fabrication and will impact the amount of >>>>>>> time it takes for MOSIS to deliver parts to customers. =A0Although some >>>>>>> lots may have normal turnaround, others may take longer, perhaps five >>>>>>> to six weeks added time, compared to prior runs. These longer >>>>>>> fabrication times are being seen at all foundries, not just those that >>>>>>> work with MOSIS." >>>>>> My wife works for a company related to the chip industry. They have >>>>>> increased >>>>>> their staff by about 3X over the last 4 months. The chip industry is >>>>>> heating >>>>>> up. >>>>> The chip industry is not heating up. The chip industry has created >>>>> artificial shortages by laying off more people and closing more >>>>> factories than necessary. >>>> Huh? The only one I know of is ON Semi, after buying AMIS, closed >>>> FAB9 (in Pocatello), an ancient process. >>>> >>> So what's left of the good old AMI Plant? If they bulldozed the only HV >>> fab they had I think ON shot themselves into the foot. >> >> Naaaah! HV isn't done that way anymore... takes too much chip area. >> > >Nah, they could do it. Look here: > >http://www.onsemi.com/PowerSolutions/content.do?id=16622 Fab9 was old-fashioned CAxxxx kind of stuff... stuff that only those that can't stop living in the past want to use. > >Then, quote "Let our system architects introduce you to the world of >mixed-signal" while they didn't even bother to answer a lucrative sales >lead I had handed them on a silver platter. Pathetic. > > >> Take a look, for example, at XFAB XC10xx, XDM10, XH035 and XT06 >> processes... mixed low and high voltages devices residing on the same >> chip. >> > >Yep, they sure are a good company. AFAICT the only one remaining in the >US would be Supertex. In my young buck days we also used Telmos but IIRC >they are long gone. XFAB has a fab in Lubbock, TX. > >>> >>>> And the chip business is showing signs of heating up... overseas... >>>> but US business is pathetic. >>>> >>> Can't say that. A client will be doing a pretty challenging chip this >>> year, and that's a US company. US-owned as well. >>> >>> What do you think of LTC? I don't like they P/E much, a bit high at 24 >>> but the fundamentals look pretty good. But that's IMHO only for long >>> term investing. >> >> Do they offer foundry services ?:-) >> > >AFAIK they don't, I was just thinking about IRA investments here. They >do have some really nice HV products. Expensive, but worth it. Plus >nobody can rival the killer advantage they've got: LTSPice. And >absolutely stellar application support people. ...Jim Thompson -- | James E.Thompson, CTO | mens | | Analog Innovations, Inc. | et | | Analog/Mixed-Signal ASIC's and Discrete Systems | manus | | Phoenix, Arizona 85048 Skype: Contacts Only | | | Voice:(480)460-2350 Fax: Available upon request | Brass Rat | | E-mail Icon at http://www.analog-innovations.com | 1962 | The only thing bipartisan in this country is hypocrisy |